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Client Services Executive
4 months ago
Job Title: Client Services Executive
Industry: Financial services
Location: Whiteley
Salary: Up to £32,000 (depending on experience)
Job reference: 9041
Job Description:
Recruit UK is working on an excellent opportunity for a Paraplanner in Bournemouth to join a quickly expanding private wealth management company.
Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth.
They have a great, dynamic culture where the whole team can have fun to grow in their career with a thirst for excellence & customer service.
Benefits:
- Salary up to £32,000 (negotiable depending on experience)
- 28 days holiday, plus ability to buy more
- Full exam support to Chartered
- 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.
