Client Service Executive
3 days ago
**Job Title**: Client Service Executive
**Industry**: Financial Planning
**Location**:Bath
**Salary**:£25,000 - £35,000
**Job Reference**:7488
Recruit UK is working on an excellent opportunity for a Financial Administrator in Bath to join a Financial Planning firm.
Our clients specialise in wealth management, investments, and employee benefits and work closely with their clients to ensure personalised advice is provided to suit their needs. They have a strong back-office team that supports their Advisers and are lookingto expand this team.
**Your role will include, but not be limited to**:
- Client liaison and support
- Review annual review dates and update back office systems
- Preparing and package financial planning reports with advisers
- Preparing client letters and ensure they’re received by the clients
- Maintaining accurate client information
- Assisting with annual reviews and onboarding of new clients
- Ad hoc duties where required
**Benefits**:
- Salary of up to £35,000
- 25 days holiday (can carry 5 days)
- 4x death in service
- 5% Pension contribution
- Income protection and life insurance
- Growth and development
- Successful and well establish planning firm
**Skills and experience required**:
- Knowledge of the Financial Service industry
- Strong administration skills and experience
- Working in a client environment, providing exceptional service
- Working knowledge of Microsoft Office and IO desirable
- Financial qualifications advantageous
**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, RecruitUK is pleased to be working with a Financial Planning firm based in Bath on an administration 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**:
-
Client Service Executive
7 months ago
Bath, United Kingdom Pear Tree Recruitment Full time**Customer Service Executive** - **Permanent**: - **£22,500 p/a**: - **Bath City Centre - Hybrid working 3 days at home 2 days in the office** We are excited to be recruiting for an award-winning company based in the heart of Bath who are currently looking for a Client Services Executive to join their friendly team. The desired individual will be...
-
Client Service Executive
7 days ago
Bath, United Kingdom Flair for Recruitment Full timeDo you have experience in administration and customer service? Are you an excellent communicator? Our client, a growing wealth management platform, is looking for a Client Service Executive to join their Bath based team. Your responsibilities: - Deal with any queries and requests from the Financial Advisers firms, Trust Companies, and on occasions, their...
-
Client Services Executive
7 months ago
Bath, United Kingdom Novia Financial Full time**Client Services Executive **Reports to: Team Lead** **Main Location: Bath - Enjoy the Flexibility of Hybrid Working** **Salary: £21,680 - £26,000 (depending on experience) + Bonus + Excellent Benefits **Join our Dynamic Team as a Client Services Executive and be part of our Multi-Award-Winning** **Company! **Are you passionate about delivering...
-
Client Services Executive
5 days ago
Bath, United Kingdom HR Star Full timeHR Star are proud to be recruiting an outstanding Client Services Executive for our client. This is a fantastic opportunity to join one of the fastest growing Wealth Management companies in the South West. This position would be ideal for someone who has some experience in customer service and is looking to start their career in the Financial Services...
-
Client Services Executive
5 days ago
Bath, United Kingdom Juice Recruitment Ltd Full timeAre you seeking a new role in a dynamic and progressive financial services company? Juice is supporting a progressive and ambitious company in their search for a new Client Services Executive. Joining at a time of exceptional growth and development, you will play a key role within the ongoing new shape of the Operations function. As CSA you will be...
-
Client Service Executive
7 months ago
Bath, United Kingdom JUICE RECRUITMENT Full timeAre you looking to kickstart your career in Financial Services? Do you have strong communication skills and are looking to develop your professional skillset in a varied and fast-paced role? Juice is excited to be supporting a well-known Financial Services Company based in Bath City Centre, in their search for multiple Client Service Executives to join...
-
Client Services Executive
17 hours ago
Bath, United Kingdom Juice Recruitment Ltd Full timeJuice Recruitment is excited to be supporting a well-known and global Financial Services organisation in their search for a vibrant, highly motivated and proactive individual to join their Client Services Team. This Client Services Administrator opportunity will suit a switched-on finance or business Graduate or equivalent, who is seeking to kick-start their...
-
Client Services Executive
7 days ago
Bath, United Kingdom HR Star Full timeHR Star are proud to be recruiting a Client Services Executive, specialising in Pensions, to join our clients growing Wealth Management software business in Bath, who are about to launch their own Self Invested Personal Pension (SIPP) as Trustees and administrators so it is a really exciting time to join the business. The main purpose of this role will be...
-
Client Services
7 months ago
Bath, United Kingdom JUICE RECRUITMENT Full timeAre you looking to kickstart your career in Financial Services? Do you have strong communication skills and are looking to develop your professional skillset in a varied and fast-paced role? Juice is excited to be supporting a well-known Financial Services Company based in Bath City Centre, in their search for multiple Client Service Executives to join...
-
Corporate Client Executive
3 days ago
Bath, United Kingdom Clever-HR Full timeThis is an excellent opportunity to join a well-respected and forward-thinking Financial Services company, committed to providing the very best advice through a top-quality team. From their support teams, right up to management, they pride themselves onhaving the correct work ethos and culture needed to provide an excellent customer experience.The business...
-
Client Service Coordinator
1 month ago
Bath, Bath and North East Somerset, United Kingdom CleverHR Full timeWe are seeking an experienced Financial Planning Administrator to join our team at a leading Wealth Management firm. This role offers an exciting opportunity to contribute to the success of the business and develop your skills in a dynamic environment.Key Responsibilities:Provide administrative support to the Wealth Client Executive and Financial Planner(s),...
-
Client Services Executive
5 days ago
Bath, United Kingdom Flair for Recruitment Full timeDo you have previous financial services experience with the ability to deliver excellent customer service? Are you computer literate, with a strong working knowledge of Excel? Then this could be the role for you. Our client, a leading wealth management firm, is looking for a Client Services Administrator to join an integral area of the company. You will work...
-
Client Services Coordinator
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Next15 Full timeNext15 is an integrated technical and global B2B marketing agency helping leading tech brands achieve their goals. We're looking for a skilled Account Executive to join our Client Services team in London.The role involves reviewing client materials, setting up Paid Social channels and PPC campaigns, and collaborating with other team members to deliver...
-
Client Services Professional
1 month ago
Bath, Bath and North East Somerset, United Kingdom Publitek Full timeAbout the RoleWe are looking for a talented individual to join our Client Services team as an Account Consultancy Executive. In this role, you will support account teams with the delivery of single or multiple service client programmes across various accounts. You will work across a range of channels, including trade media, paid search, and paid social, as...
-
Client Services Expert
5 hours ago
Bath, Bath and North East Somerset, United Kingdom LEAP Legal Software Pty Full timeAbout the Role">We are seeking a skilled Client Services Expert to join our successful Client Services team at LEAP Legal Software Pty. The ideal candidate will have experience in a Technical Services role, preferably in the Legal software market and/or Legal Office environment.Key Responsibilities:">">Contribute to scoping of customisation requirements for...
-
Wealth Client Executive
1 week ago
Bath, United Kingdom CleverHR Full time**Hybrid role (a hybrid basis of roughly 2 days a week in the Bath office and rest from home)** This is an excellent opportunity to join a well-respected and forward thinking Financial Services company, committed to providing the very best advice through a top-quality team - and they recognise that every member of their staff has a significant part to play....
-
Client Services Professional
2 weeks ago
Bath, Bath and North East Somerset, United Kingdom Novia Financial Full timeCompany Overview:Nova Financial is a dynamic and multi-award-winning financial technology company, renowned for its 5-star service platform. Our shared purpose and core behaviours—Seek Opportunity, Nurture Each Other, and Simply Get Going—guide us in our journey.About the Role:We are seeking an exceptional Client Services Administrator to join our...
-
Client Service Director
7 months ago
Bath, United Kingdom Julian House Full timeJob Advert **Julian House is a charity dedicated to making a difference to the lives of the most vulnerable and disadvantaged people in society. We run several projects and every year we help thousands of people out of homelessness, into employment, away from domestic abuse, and more.** ***Are you a strategic thinker with a proven track record at the...
-
Creative Services Executive
7 months ago
Bath, United Kingdom Webrecruit Full timeBath, Somerset (With hybrid working after the probation period) About Us We are currently seeking a Creative Services Executive to join our team on a full-time, permanent basis. The Benefits - Salary of £23,000 - £25,000 per annum depending on experience - 23 days’ holiday plus bank holidays increasing with length of service - Up to five paid days of...
-
Private Client Solicitor Specialist
2 weeks ago
Bath, Bath and North East Somerset, United Kingdom Service Care Solutions Full timeService Care Solutions is a well-established law firm based in Somerset, seeking a Private Client Solicitor to join their growing team. This exciting opportunity allows an ambitious solicitor with expertise in private client law to work on a diverse range of matters.Main Responsibilities:Manage a diverse portfolio of private client matters, including wills,...