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.
Our client, a rapidly expanding and acquisitive Wealth Management firm, are looking for a Financial Planner to input into the strategic direction of the business as part of the Financial Planning leadership team.
They are currently seeking a highly motivated and experienced Financial Planner who wants to develop and looking to take the next step along their career path.
As part of the team, you will have the support of experienced Paraplanners and a highly efficient administration team.
Due to the acquisition of an existing client base, this is an opportunity for a dynamic, level 4 qualified Financial Adviser with advising experience looking to make the next step in their career to join the team and service/develop an existing client base whilst also looking to attract new clients to the business.
We are delighted to be working with this Wealth Management firm bsed in the Midlands, that offers a personal and discreet financial planning service that aims to deliver integrated holistic advice for corporate and private individuals.
The firm are able to deliver a 'boutique' access to financial solutions - whilst ensuring, through significant investment in systems and controls, that diligence is ever-present in the process of advice and product selection.
As a Client Services Executive, you will be closely supporting their Financial Advisers through undertaking administrative duties to aid their workflow.
This Client Services Executive job in Birmingham is well suited to current IFA Administrators looked to join a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs.
The business has a high staff retention and prides itself on developing their internal talent.
As IFA Administrator you will actively support the Wealth team by carrying out general day to day administration of Life, Investment and Pensions, including submission of new online applications / top ups and processing of paper based applications.
Our client, a specialist Wealth Management firm, are looking for an IFA Administrator to join the business on a permanent basis.
Role Responsibilities
Maintain / keep up to date all trackers / spreadsheets as required by the Client Services Manager.