Corporate Client Executive
4 months ago
We are supporting a wealth management business with their next hire into the corporate team in Bath or Gloucester
As a Corporate Client Executive you will be responsible for providing administration support to the Corporate financial planner and working closely with the employee benefits team by assisting the team with duties. You will strive to build strong and lasting relationships with a bank of clients and adding value by pre-empting their specific requirements.
This role would suit someone who has previously worked within a similar role as you will be actively managing existing schemes for Pensions and Health, Risk and Well-being (HRW) ensuring details are kept in line with FCA guidelines and maintaining service standards.
Benefits include:
- 25 days holiday plus bank holiday and additional holiday length of services
- PMI
- Group Income protection
- Cash Plan
- DIS
- Pension
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
**Our Diversity, Equity and Inclusion Mission**
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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