Client Service Executive - Financial Planning

  • Location

    London

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £28000 - £30000 per annum + plus comprehensive bonus and benefits

  • Contact:

    Michael Groves

  • Contact email:

    mgroves@mbfitzgerald.co.uk

  • Job ref:

    BBBH3014_1624442655

  • Published:

    about 1 month ago

  • Expiry date:

    2021-07-23

  • Consultant:

    ConsultantDrop

One of the UK's leading Wealth Management organisations currently have a requirement for a Client Service Executive to working within their financial planning support function.

My client provides individual advice to HNW private clients working on a model based on fee income and client servicing. They have built a reputation for delivering efficient service and high quality advice to a wide range of clients across the full remit of investments, retirement planning and tax.

They are now looking to recruit a CSE to join the team to ensure the provision of the highest quality administration support to the sales function and company's clients. This role will be suited to an individual with at least 12 months experience working in financial planning support capacity that have a clear understanding of the financial services administration process.

An excellent opportunity for a young professional to work within one of the leading names in the UK Wealth Management sector offering a first class and flexible working environment and long term career development opportunities.