Our client, a well-established, corporate organisation is recruiting for a Financial Services Executive.
Benefits: 25 days holiday plus bank holidays, death in service x 4 salary, up to £150 for eye tests/eye wear, 4% pension contributions/matched and employee assistance scheme available through Aviva.
They are looking for a committed, experienced individual to join their fast-paced team in their beautiful rural offices.
City & Capital are currently representing a highly respected financial planning & wealth management business who are actively looking to appoint a proactive & professional Client Services Executive to their growing team, at an exciting time.
Our client is on an exciting growth trajectory & offers integrated & specialist advice for both corporate & private clients with a range of holistic products, financial planning and wealth management services.
The business offers a fantastic culture for growing professionals in the space, due to their strong capacity to develop staff and to assist them with the growth of their careers.
Job Description for Financial Services Client Administrator
Do you have experience within financial services?
We are currently recruiting for an experience financial services administrator, the individual for this position will have experience within this sector.
Our client, a well-established and successful wealth management firm that delivers comprehensive and holistic advice to both private and corporate clients, are looking for an experienced financial adviser to join the team; It is vital for this individual to possess the required knowledge, skills, and experience to work on the full spectrum of financial advice.
Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
This is an exciting opportunity to join a successful and well-regarded financial planning company.
Job Description
Recruit UK are working on an excellent opportunity for a Senior Financial Services Administrator to join a well-established and prestigious financial planning company.
Reed Financial Services are representing a Chartered firm of Independent Financial Planners.
Based in Birmingham, this Paraplanner role will act to support the Financial Planner by carrying out the technical aspects of preparing for client meetings, including completion of regular reviews, analysis/opportunity spotting and writing suitability reports.
A working knowledge of pre and post retirement planning, investments and taxation is key to this role.