Client Relationship Executive

3 weeks ago


Alderley Edge, United Kingdom TWP Wealth Ltd Full time

**Company description**

TWP Wealth is a Chartered Financial Services company based in Alderley Edge in Cheshire providing a wide range of financial services and financial planning to private and corporate clients alike.

**Job description**

At TWP, we're all about doing the simple things really well. Whether that’s going the extra mile for a client who has a tricky financial problem to sort out, making something in the financial world that is seemingly complex simple and understandable, or just offering the warmest of welcomes to our clients.

We believe wholly in lifetime financial planning and that engaging in the process can be a life-changing action for our clients. We believe we hold joint custody of the promises our clients make to themselves. That’s not something we take lightly.

To do this properly we need great people with a splendid attitude; we are a people business first and financial planning business second.

We're looking for someone to join our busy back office team at our offices in Alderley Edge. The Client Relationship role is one where you'll get to work hand-in-glove with our paraplanners and our Financial Planners, administering our clients' financial affairs and assisting with any queries they might have; you'll be very much part of a team and we encourage that to the ultimate benefit of our clients.

You might be someone who has had a past in the financial world - a bank perhaps - and looking for a more rounded approach where you can make a real difference. You might be someone who has had some time away from work and is eager to get back into the swing of things, feeling you have a lot to offer, or you might be someone embarking on your employment journey and looking for a career in financial services.

What do we ask in return? That you bring your whole self to work. That you care deeply about the job you do and the influence you have on someone's experience of what TWP is, what we offer and how we go about engaging with our clients. We recruit on our shared values of honesty, empathy, determination and authenticity; we want you to be yourself.

Experience is great, and it tells part of the story, but if you share our values and your attitude defines you, then maybe we’re right for each other?

So what's in it for you? A competitive salary (range of £23k - £25k), 25 days holiday, Private Medical Insurance, Death in Service, CashPlan and 5% employer pension contributions, free tea and coffee and fresh fruit every day and even your birthday off as an extra day's holiday, plus a lot more; we’re a business going places and we’d love you to come along with us.

**Salary**: £23,000.00-£25,000.00 per year

**Benefits**:

- Company pension
- Life insurance
- Private dental insurance
- Private medical insurance

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

**Education**:

- GCSE or equivalent (preferred)

Work Location: In person



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