Client Services Executive

Posted 4 days ago by Financial Divisions
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Client Services Executive


Salary up to £25- £30k

I am recruiting for a fantastic opportunity for a Wealth Management Firm in London. Due to expansion, my client is looking for Client Services Executive to join their team in London.

The role will be supporting the Partners with preparation of meeting packs, ensure all client information onto the back-office system. Submitting applications and liaising with product providers. Liaise with Partners and Paraplanners to ensure clients expectations are met. You will be the main point of contact for Client’s Administration queries. Assist the Partners with all aspects of customer service and ensure adhering to FCA regulations at all times.

This is a fantastic opportunity where you can progress and develop your skills over a period of time. Ideally you will be working towards your diploma qualification however this is not essential.

Please send your CV to Ursula Sloan at Financial Divisions

Reference: 37127525

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