Client Service Executive
other jobs Recruit UK
Added before 6 Days
- England,South East,West Sussex
- Full Time, Permanent
- £30,000 - £35,000 per annum
Job Description:
Full job descriptionJob Title: Client Service Executive
Industry: Financial Planning
Location: Gatwick
Salary: up to £35,000
Job Reference: 10380
Job Description:
Recruit UK are working on a Client Service Executive role for a Financial Planning firm in Gatwick.
Our client is a long standing and highly successful financial planning firm, who specialise in Wealth Planning with clients across the UK. This opportunity is working in their Gatwick office, working alongside a team of CSE’s to support the Financial Advisers and Paraplanners. You will have ample opportunity to progress your career, with lots of progression and development opportunities.
Duties:
*Liaise with clients to arrange meetings, update information, answer queries and more
*Prepare meeting packs and annual review packs
*Ensure new business is added to the system
*Manage documents with confidentiality and in a timely manner
*General administration duties
Benefits:
*Competitive salary of up to £35000
*Hybrid working
*Progression and development
*Discretionary bonus
*Annual salary reviews
*Hybrid working
*Private medical
*Income protection
*25 days holiday
*4x death in service
Skills and experience required:
*Experience working in Financial Planning industry
*Good administration skills, with the duties listed above
*Strong understanding of UK products and regulations
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm, looking for a Client Service Executive.
Industry: Financial Planning
Location: Gatwick
Salary: up to £35,000
Job Reference: 10380
Job Description:
Recruit UK are working on a Client Service Executive role for a Financial Planning firm in Gatwick.
Our client is a long standing and highly successful financial planning firm, who specialise in Wealth Planning with clients across the UK. This opportunity is working in their Gatwick office, working alongside a team of CSE’s to support the Financial Advisers and Paraplanners. You will have ample opportunity to progress your career, with lots of progression and development opportunities.
Duties:
*Liaise with clients to arrange meetings, update information, answer queries and more
*Prepare meeting packs and annual review packs
*Ensure new business is added to the system
*Manage documents with confidentiality and in a timely manner
*General administration duties
Benefits:
*Competitive salary of up to £35000
*Hybrid working
*Progression and development
*Discretionary bonus
*Annual salary reviews
*Hybrid working
*Private medical
*Income protection
*25 days holiday
*4x death in service
Skills and experience required:
*Experience working in Financial Planning industry
*Good administration skills, with the duties listed above
*Strong understanding of UK products and regulations
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm, looking for a Client Service Executive.
Job number 3749678
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metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...