Wealth Client Executive

Do 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...

We are seeking a highly skilled Financial Planning Administrator to join our team at a leading Wealth Management firm. In this role, you will play a crucial part in supporting the Wealth Client Executive and Financial Planner(s) in delivering exceptional service to clients.Key Responsibilities:Develop and maintain client relationships by preparing and...

HR 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...

**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...

At EquiSoft inc., we are seeking an experienced Wealth Consulting Practice Director to lead our retail wealth sector engagements. As a seasoned professional, you will be responsible for developing and delivering client relationships at CxO/senior level, identifying business development opportunities, and driving thought leadership in the Wealth sector.About...

**Client Services Executive** - Bath - Hybrid (2 days work from home) - Monday - Friday 37.5 hours per week - £22,000 - £24,000 p/a - depending on experience Are you looking to join a fantastic company who will support your career growth? Are you a self-motivated individual with experience in financial services? Our client is a successful wealth...

Do 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...

Key ResponsibilitiesThe Wealth Management Advisor will be responsible for preparing recommendations for clients, reviewing their finances on an annual basis, assessing their exposure to risk, and updating their financial strategy to reflect their changing circumstances.You will also be responsible for conducting research on clients' financial planning...

Our paraplanners are critical to the success of our business at Chase de Vere. As a Wealth Planning Analyst, you will be responsible for conducting research on clients' financial planning arrangements, undertaking investment portfolio analysis, and compiling investment, pension, and protection illustrations.To excel in this role, you will require strong...

A great Executive Assistant role based in Bath offering up to £30,000 - A permanent full-time role within Financial Services offering great progression **About Our Client**: Our client is a national Wealth Management organisation with offices across the UK. They are now looking for an Executive Assistant to join their busy office in Bath. Your role as...

HR 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...

The role will suit an administrator who enjoys working autonomously and enjoys interacting with providers and clients. You will provide day-to-day administrative support to the Operations team in order to provide clients with excellent client service. You will be working for a Mid-sized independent Financial Advisory firm in their Bath office dealing with...

**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 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...

Company OverviewChadwick Nott is a well-established regional practice seeking an experienced Private Client Partner to join their team. This is an excellent opportunity for a legal professional with a proven track record in private client work.Job SummaryThe successful candidate will have a strong leadership presence, exceptional communication skills, and...

Do 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...

The Financial Planner will provide comprehensive financial advice and support to clients, ensuring a seamless client experience throughout the advisory process. - Offer expert financial advice and guidance to clients, addressing their unique financial needs and goals. - Serve as the primary point of contact for clients, managing inquiries, meetings, and...

Are 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...

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. 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 Manager Opportunities to join this leadership team don't come around very often... Are you an experienced Client Manager based in or around Bath?Can you manage a diverse client portfolio, oversee a busy team and build trusted relationships?Is professional progression something that you're committed to?If so, we want to hear from you!This Client...