Client Service Liaison

1 week ago


Sevenoaks, Kent, United Kingdom Capio Recruitment Full time
About the Role:

We are looking for a skilled Client Relationship Executive to join our team in Sevenoaks District. As the primary point of contact for clients, you will build strong relationships, create a welcoming environment, and resolve queries efficiently. Your duties will include organizing financial planners' diaries, client appointments, and meeting times, as well as supporting data input into our internal CRM system.

This is an exciting opportunity to join a leading national financial planning firm that provides holistic and dynamic streams of advice using market-leading technology and solutions. We strive to grow and become a recognized wealth management brand across the UK. In return for your expertise, we offer a competitive salary of £30,500 - £32,500 per annum, including a range of employee benefits.

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