Financial Planning Client Executive

1 week ago


Edinburgh, Edinburgh, United Kingdom Recruit UK Full time

Do you want to work closely with Financial Advisers and their clients?

Looking for a company who take great responsibility in being the best for their employees and clients?


At Recruit UK, we are seeking a client centric individual to join an excellent Investment and Wealth Management firm in Edinburgh.

They hold a strong reputation in the profession, providing a stellar service to clients but equally ensuring their employeeshold one of the best job packages on the market.

You will play a key part in supporting the Financial Planning team with a core focus on the client experience and assisting Financial Planners.


Key functions of the role will involve:

  • To ensure a high quality and continuity of the client experience
  • Assist Financial Planners with administrative tasks relating to Financial Planning (new business/annual reviews/maintaining records)
  • Communicate with financial planners, investment managers and the wider team with ease

To succeed you will need:

For this role at least 12 months within a similar position is required.

If you have provided admin support within Financial Planning and love giving clients excellent service - this is an opportunity to join a truly responsible and thriving national firm.

Confident, concise, and organised are the key attributes to make you a successful part of this team. If you have your CII exams and an understanding of Investment Management/Financial Planning this is beneficial (but not essential).

Benefits:

  • 25 days holiday (+ bank holidays)
  • Life Assurance
  • Share Incentive Plan
  • Qualification support & mentorship
  • Flex hours & working
  • Plus more

Location:
Edinburgh

Salary:
up to £28,500

REF: 7361

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