Posted by Financial Divisions • £33K/yr to £35K/yr
My client are a Chartered independent wealth planning firm with offices in Wimbledon who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across London and Surrey.
They have 1000 clients in their current setup with on average £500k of assets to invest per client but their top clients have multiple millions to invest and nearly £1bn AUM.
Financial Administrator/ Trainee Paraplanner - Wimbledon - £33k - £35k bonus, Full study support - Chartered IFA firm
An exciting opportunity to join a small, boutique insurance broker who are the UK market leaders in their niche area.
As an Account Executive, you will have the opportunity to handle the placement and servicing of a designated portfolio of client accounts with an emphasis on outstanding service delivery.
This role will suit someone who enjoys working for a small business and collaborating closely with colleagues to achieve shared goals.
Our client are a fiercely independent, chartered Insurance broker, who have built a reputation within the markets in which they operate, as delivering outstanding client service.
Culturally, our client is different...how so...
They do not set New Business targets for Account Executives, and do not have a commission culture because they feel this can work against clients receiving the best advice possible.