Client Services Executive

Client Services Executive Vacancy - £26,000 to £30,000 - Bury

About the company:

The company is an award winning Independent Financial Advisers, based in Bury who have a keen commitment to the local community. They have their own Charitable Foundation and support other locals charities too. They are particularly keen on conitunious improvement so all employees have the opportunity to pass the Diploma in Regulated Financial Planning and work towards becoming a Financial Adviser in the future.

Other benefits include:

• Discretionary bonus after 12 months
• Pension Conts 3%/5%
• Paid overtime
• 20 Holidays + Bank Holidays + Birthday off + Holiday purchase scheme and increasing allowance over time
• PMI
• DIS x 3 salary
• Paid for staff events
• Exam support

When successful you will:

Provide dedicated support to the Financial Advisers which will include processing new business, fund transfers, switches and withdrawals, as well as preparing the meeting packs, valuations, illustrations and liaising with and actioning requests from with clients and 3rd parties.

To be considered you will need:

To have worked in a Financial Advisers before, doing a similar role. If you have some direct experience then please apply, and equally if you're looking for a little more than this role is advertised at then please apply to discuss.