The role of Client Services Executive (Financial Planning Assistant / Administrator) involves providing administration and support to the Financial Planners, the team and the clients.
Client Services Executive, The Role: I am recruiting a Client Services Executive for Clear Future Financial Planners, a progressive financial planning firm based on the outskirts of Stroud (GL10), with easy access to junction 13 of the M5.
This includes preparing for client review meetings, processing new business and supporting the team in delivering an exceptional financial planning service to clients.
Posted by Lawes Consulting Group • £40K/yr to £50K/yr
Purpose of role
Successfully convert New business leads from initial client contact to close of sale.
To design insurance programmes for the protection of the material assets and liabilities of clients and oversee their effective operation.To develop strong relationships with new and existing clients.Provision of high level professional advice to clients.To seek and secure new accounts and generate new business revenue.To identify cross selling and referral opportunities.
Key responsibilities
To take ownership of client accounts, resolving queries and problems in a timely and efficient manner to avoid credit control, bad debt and insurer reconciliation issues.
Our client is looking for a Client Services Administrator to serve as the key point of contact for the firm's current and prospective clients, as well as visitors.
Your role is essential in ensuring client satisfaction by fostering strong relationships through proactive communication, exceptional service delivery, and prompt issue resolution.
As the initial representative, you will be responsible for creating a positive first impression.
Posted by Lawes Consulting Group • £40K/yr to £45K/yr
General
A key opportunity has arisen with our client and we are seeking a dedicated and professional Private Client Executive to join their team.
Reporting to the Managing Director, the successful candidate will be responsible for servicing and administering private client insurance while identifying opportunities to increase the company's insurance income.