Client Services Executive for Investments

About Churchill Executive:We're a respected wealth management firm dedicated to providing tailored financial planning and investment strategies to high-net-worth individuals and families. Our team of experts offers services such as retirement planning, estate planning, and investment management, ensuring personalized solutions that align with our clients'...

Brook Street UK is a leading recruitment agency with a strong focus on delivering exceptional candidates to its clients. As an Investment Strategist, you will be part of the IFA team at a large organisation.The salary for this role is estimated to be around £40,000 - £60,000 per annum, depending on experience.Job DescriptionProduce Quality Reports: You...

About Northeast Private Client Group:We value our clients and strive to provide exceptional service. Our team is dedicated to ensuring seamless order fulfillment and efficient administrative processes.Job Description:The ideal candidate will have experience in managing key client accounts and delivering excellent customer service.Responsibilities:Process...

Legal & General: Building a Better SocietyThe Legal & General Group is a leading UK financial services group and major global investor. With a rich history dating back to 1836, we have been safeguarding people's financial futures, aiming to build a better society for the long term by investing our customers' money in things that make life better for...

Job SummaryWe are seeking a Client Partnership Executive to join our team at Educators Wales. As a key member of our team, you will be responsible for developing and maintaining relationships with clients, creating and promoting real opportunities for our learners, and working closely with our tutors, employers, and other stakeholders.This is an exciting...

Job Title: Chief Technology OfficerJob Reference: Not applicableWe are working with a leading financial institution as they embark on a significant digital and operational evolution. The company aims to double their customer base over the next seven years, and we are seeking a visionary Chief Technology Officer (CTO) to steer their technology direction.About...

Job OverviewWe are seeking a highly skilled and experienced Senior Investment Support Specialist to join our team in Cardiff. As an essential member of our investment management firm, you will play a critical role in delivering exceptional client service.

Elevate Your Career with Johnson Controls Drive sales growth and foster client relationships in the Commercial Marine sector as a Service Sales Executive. Key Responsibilities Embark on an exhilarating journey to expand our footprint in the UK market by engaging with key accounts, cross-selling cutting-edge products and services, and driving new service...

Your Career PathAtradius offers a rewarding opportunity as a Financial Services Executive in our Cardiff office, located with a stunning view of Cardiff Bay. In this role, you will be responsible for servicing and growing a credit insurance customer portfolio. Our company values teamwork, accountability, and service, providing a supportive environment for...

Role Overview:City Executive Search is working with a leading financial institution to find an experienced Chief Technology Officer (CTO) to drive digital transformation and innovation.About the Role:The CTO will play a pivotal role in shaping the technology strategy to support business growth, modernization, and regulatory compliance. Key responsibilities...

About Our ClientT2 Group is a well-established, privately owned SME that provides Apprenticeships and Vocational Training Qualifications in the UK.Salary:£80,000 - £120,000 per annum, depending on experience.Job OverviewIn this dynamic role as Finance Director, you will lead the finance team, overseeing financial planning and budgeting processes, and...

Company OverviewLegal & General Asset Management is a leading global investor and asset manager, providing complex investment solutions to clients and partners. Our team works across public and private markets, with capabilities spanning the full spectrum of asset classes.SalaryWe offer a competitive salary of $80,000 - $110,000 per annum, depending on...

About This OpportunityWe are seeking a highly skilled Audit Executive to join our team in Cardiff.Key ResponsibilitiesWork closely with a broad range of clients, developing and progressing with the firm.Contribute to a culture of innovation and growth, driving best-in-class client service.Play an integral role in the department, ensuring key risks are...

Talent Acquisition ExpertiseWe are looking for a seasoned Talent Acquisition Expert to join our team as a German Language Recruitment Executive. In this key role, you will source and screen top talent for our clients, developing strong relationships and providing ongoing support. Your expertise in managing hiring projects, creating and promoting job adverts,...

We are looking for a Client Service Coordinator to join our team at Redmore Recruitment Limited. In this role, you will be responsible for delivering exceptional client service and supporting the team in achieving their goals.Job Requirements:Deliver exceptional client service and support the team in achieving their goals.Contribute to the development of the...

We are seeking a Portfolio Executive to proactively monitor portfolio debt investments made by the Development Bank of Wales. The primary objective is to minimize the risk of financial loss and maximize profit. Our mission is to unlock economic potential in Wales by providing sustainable, effective finance. Strong Welsh businesses drive economic growth,...

About Our CompanyPage Executive is a leading provider of executive search services, partnering with businesses to identify and attract top talent.Salary:£80,000 - £120,000 per annum, depending on experience.Job DescriptionWe are seeking an experienced Financial Leadership Specialist to join our client's leadership team. As Finance Director, you will be...

**Company Overview** At Admiral Group Plc, we're passionate about delivering exceptional client service and building long-lasting relationships with our clients. Our team of experts is dedicated to providing expert support and guidance throughout the claims handling process. We're seeking a highly skilled Client Service Coordinator to join our team! In...

About the Employer:Our client is a respected wealth management firm offering tailored financial planning and investment strategies. They specialise in working with high-net-worth individuals and families, providing services such as retirement planning, estate planning, and investment management. Their client-focused approach ensures personalised solutions...

Job Overview Deloitte LLP is a leading provider of executive compensation consulting services, advising clients across various sectors and industries on all aspects of remuneration strategies. As an Executive Compensation Research Specialist, you will play a crucial role in our team, assisting in the collection and analysis of board-level remuneration data...