Client Services Executive Vacancy - £28,000 to £30,000 - Bury
An award winning Independent Financial Advisers in Bury are seeking a new Client Services Executive to assist the team in providing administrative support to their advisers. As a company they have just as much of a commitment to the community as they do their employees. Their own Charitable Foundation helps support the community, and internally they provide training and support so that you can develop and progress within the business. If you want to pass the Level 4 Diploma in Financial Planning they will support and pay for this, and they can provide you with a route to becoming a Financial Adviser if that's what your'e looking for (No problem if not), a number of their existing Advisers were once Administrators in the business.
Other benefits include:
- Discretionary bonus after 12 months
- Pension Contributions of 3%/5%
- Paid overtime
- 20 Holidays + Bank Holidays + Birthday off + Holiday purchase scheme and increasing allowance over time
- Private Medical Insurance
- DIS x 3 salary
- Paid for staff events
- Exam support
When successful you will provide dedicated support to the Financial Advisers which will include processing new business, fund transfers, switches and withdrawals, as well as preparing the meeting packs, valuations, illustrations and liaising with and actioning requests from with clients and 3rd parties.
You will need to demonstrate experience doing all of the above to be considered for this opportunity.
If you'd like more information please apply and we'll contact you to discuss the opportunity before sending your CV to the empoyer.