Client Services Executive
We are a discretionary investment management company, providing investment management services and financial planning solutions to private clients.
We are a successful, privately owned, LLP, with 4 offices in the UK, a channel islands regulated subsidiary and one on-shore and two off-shore fund entities.
We have a fast moving, fast growing, dynamic and challenging culture but also one where everyone feels part of the team and where they can have fun.
Due to unprecedented growth we are looking to expand our Client Services team.
The role will report to the Head of Client Services and Dealing. It is a critical post that can provide the successful candidate with a fulfilling career that enables them to develop in a variety of ways whether that be improving their technical knowledge, helping to shape the operating model in a growing company or develop skills to become a financial adviser.
The role includes dealing directly with clients and advisers, whether that be resolving client queries, helping advisers prepare for client meetings and implementing the outcomes of those meetings as well as a variety of project work.
The successful candidate will be a delivery orientated and well organized individual, with experience within a financial planning environment:
The following will also be advantageous
Knowledge of investment products ISAs, Pensions, Bonds
Experience of using CURO
A mathematical disposition evidenced through either exam passes, strong IT knowledge or experience
Be degree educated
Be a good team player
Experience of delivering process improvement
£25,000-£38,000 depending upon experience and knowledge, generous holiday allowance and benefits (pension, Income protection and death in service). Relevant exam support after the successful completion of a probationary period.
- Client Services
- Financial Services
- Pension Administration
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