Financial Services Professional

1 week ago


The Royal Town of Sutton Coldfield, United Kingdom Simpson Recruitment Services Full time

Job Role: Client Account Executive (Financial Services)

Location: Sutton Coldfield

Salary: £28,000 - £30,500, based on experience

Working Hours: Monday - Thursday 9 am to 5 pm, Friday 9 am to 1 pm with flexibility

About the Role:

Simpson Recruitment Services is seeking a dynamic and dedicated Client Account Executive to join our team. As a leading recruitment agency, we pride ourselves on delivering tailored solutions to help individuals and families build and protect their wealth.

Key Responsibilities:

  • Liaise with clients to set appointments and handle all financial administration
  • Communicate with pension and insurance providers and manage relevant client documents
  • Prepare for client meetings, manage client queries, and maintain communication
  • Oversee filing, scanning, and administrative duties to ensure seamless service

Requirements:

  • Experience in financial services
  • Strong communication and organizational skills
  • Ability to work in a fast-paced environment
  • Proficiency in Microsoft Office


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