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.
Join our dynamic team as a Customer Service Executive, where you'll play a key role in delivering exceptional service and support to our valued clients.
If you're passionate about client satisfaction, maintaining compliance, and ensuring a smooth insurance process, this is the opportunity for you!
What You'll Do
Client Support: Efficiently handle inquiries, policy renewals, claims, and provide expert advice on insurance products tailored to client needs.
Posted by Grafton Recruitment • £35K/yr to £40K/yr
An outstanding opportunity for a Client Services Manager to provide high level office support and customer care within a prestigious Financial Planning practice.
It is essential that you have prior work experience in the Professional Services sector.
A rare opportunity to work for a high profile Wealth Management firm with a great working environment/culture who offer excellent personal development
We are seeking a highly skilled and experienced Client Executive to join our client.
The ideal candidate will have a proven track record of success in managing high value existing customer accounts and delivering agreed new business targets.
This role also involves income ownership of Account Executives' renewal book and line management of Account Executives delivering income in a specific sector.
Posted by Capio Recruitment Insurance • £30K/yr to £40K/yr
General
Charity and NFP Client Executive
With a strong reputation for exceptional service and a diverse portfolio of clients, they are seeking a highly motivated and results-driven New Business Director to join the team.
The Company
We are working with a Global Broker, who are actively recruiting for a new Charity Client Executive to join their ranks.
We are working with a Chartered & Independent Financial Planning practice to recruit an additional Financial Services Administrator.
They are now seeking to recruit an additional Financial Services Administrator to join their growing team.
Our client is an established & growing business with a fantastic reputation, they have grown considerably over the past few years but have managed to retain their close-knit, friendly environment.
Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities.
Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.
With a no limits approach, we can rise to any challenge.
Posted by Capio Recruitment Insurance • £30K/yr to £40K/yr
The Company
We are working with a Global Broker, who are actively recruiting for a new Education Client Executive to join their ranks.
General
With a strong reputation for exceptional service and a diverse portfolio of clients, they are seeking a highly motivated and results-driven New Business Director to join the team.
This is an exciting opportunity to play a key role in driving new business growth, specifically focusing on Education, School and some general avenues of Commercial Insurance