Financial Planning Client Executive
1 week ago
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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