Job Title: Client Services Executive
Industry: Financial services
Location: Whiteley
Salary: Up to £32,000 (depending on experience)
Job reference: 9176
Job Description:
Are you looking for the next step in your Financial Planning career?
Recruit UK is pleased to present an excellent opportunity for a Client Service Executive in Whiteley. This role is with a rapidly expanding private wealth management company known for its innovative, leading-edge approach.
Our client, with offices across the UK, advises on over £3 billion of client assets, setting itself apart from typical IFA firms. This significant asset management, combined with their cutting-edge strategies, is a testament to their remarkable growth and success.
Join a company with a vibrant and dynamic culture, where the team thrives on a shared commitment to excellence and outstanding customer service. This is more than just a job; it's a chance to advance your career while being part of a fun and ambitious team.
Job duties:
- Efficiently process new business
- Client servicing duties
- Build strong relationships with customers, advisers, and paraplanners.
- Contribute positively to team morale; be a great team player.
- Communicate effectively with clients via phone, email, etc.
- Be open to participating in business projects as needed.
- Prioritise the client and provide excellent service.
Benefits:
- Salary up to £32,000 (negotiable depending on experience)
- 28 days holiday, plus ability to buy more
- Full exam support
- 5% employer contribution to pension
- Group Death in Service of 4 x basic annual salary
- Group Income Protection
- Private Medical Insurance after probation period
- Flexible benefits platform with discount schemes
- Cycle to work scheme
- Flexible home working (3 days from home per week)
Skills/experience needed:
- Knowledge of investments products, pensions and bonds
- Experience working within a wealth management firm
- A self-starter with a passion for learning
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well-established wealth management firm based in Whiteley on a Client Services Executive role.
Our commitment to you:
Start every journey with a conversation to find out about you in-depth.
Provide honest feedback on where you fit in the jobs market.
Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
Take a holistic mindfulness approach - career happiness is rarely just about the money.
Cover the whole of the UK with a local touch through our regional teams.
Never pester you.
Additional information:
Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.