Posted by Financial Divisions • £35K/yr to £40K/yr
Renowned for their client-centric approach, my client provides a wide range of services, including investment planning, retirement planning, and financial advice, all tailored to meet the unique goals of their clients.
My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant.
Are you a seasoned professional with extensive SJP experience?
Posted by Financial Divisions • £35K/yr to £40K/yr
Renowned for their client-centric approach, my client provides a wide range of services, including investment planning, retirement planning, and financial advice, all tailored to meet the unique goals of their clients.
My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant.
Are you a seasoned professional with extensive SJP experience?
Posted by Financial Divisions • £35K/yr to £40K/yr
Renowned for their client-centric approach, my client provides a wide range of services, including investment planning, retirement planning, and financial advice, all tailored to meet the unique goals of their clients.
My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant.
Are you a seasoned professional with extensive SJP experience?
Posted by PBR Executive Search Limited • £40K/yr to £50K/yr
Job Description
You will oversee a varied portfolio of clients and be the key point of contact for those clients.
You will understand client needs and assist with proactive planning / advisory work with the support of an established team of accountants who are training towards professional qualifications.
In some cases, you will prepare accounts yourself, in other cases you will delegate this responsibility to juniors and take a more supervisory role.
Posted by PRATAP PARTNERSHIP LTD • £40K/yr to £60K/yr
In this crucial role, you will ensure regular client contact and facilitate meetings with Advisers to review their accounts.
Joining as Client Services Manager offers an opportunity for professional growth, competitive compensation and a dynamic work environment.
A prestigious boutique Wealth and Investment Management firm located in the heart of Yorkshire, are seeking to appoint a Client Servicing Lead to join their growing team.