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Client Service Executive

  • Shortlist
Location Leatherhead , Surrey
Sector Financial Services
Salary £26,000 - £28,000 Per Annum
Type Permanent
Consultant Lucy Warman
Ref 69139

The opportunity for an individual to join a well-established Financial Services Practice, to provide direct support to the Financial Advisers in the business. They offer advice in a broad range of financial areas, providing their bespoke client-base with a highly personalised and professional financial planning service.

Due to growth of the team my client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. You will have the opportunity to work in a supportive team environment where progression is encouraged and exam support is readily provided. Some of your duties will include:

  • Assist the Financial Planner with all preparatory client analysis and recommendations
  • Assist with the preparation of all suitability letters and implementation reports  
  • Attending Client Meetings 
  • Maintenance of client and portfolio records on the main investment platform and back office system
  • Communicating and liaising with colleagues, managers and clients

This is an opportunity to join a growing firm that offers a generous pension contribution, holiday entitlement and free car parking.

What’s needed to be considered

In order to be considered for this unique opportunity, candidates need to have –

  • Previous experience within a Financial Planning environment
  • Professional communication manner, both written and verbally
  • At least part-qualified through the Level 4 Diploma. 

What’s next?

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support