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Client Services Executive

Whiteley

Job Description Job Title: Client Services Executive

Industry: Financial services

Location: Whiteley

Salary: Up to £32,000 (depending on experience)

Job reference: 9041

Job Description:

Recruit UK is working on an excellent opportunity for a Paraplanner in Bournemouth to join a quickly expanding private wealth management company.

Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth.

They have a great, dynamic culture where the whole team can have fun to grow in their career with a thirst for excellence & customer service.

Benefits:

Salary up to £32,000 (negotiable depending on experience)

28 days holiday, plus ability to buy more

Full exam support to Chartered

5% employer contribution to pension

Group Death in Service of 4 x basic annual salary

Group Income Protection

Private Medical Insurance after probation period

Flexible benefits platform with discount schemes

Cycle to work scheme

Flexible home working (3 days from home per week)

Skills/experience needed:

Knowledge of investments products, pensions and bonds

Experience working within a wealth management firm

A self-starter with a passion for learning

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 are pleased to be working with a well-established wealth management firm based in Whiteley on a Client Services Executive role.

Our commitment to you:

Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

Take a holistic mindfulness approach – career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

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