Client Service Executive - Bath, United Kingdom - Recruit UK

Recruit UK

Verified Company

Bath, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Client Service Executive

Industry:
Financial Planning

Location:
Bath

Salary:
£25,000 - £35,000

Job Reference:7488

Recruit UK is working on an excellent opportunity for a Financial Administrator in Bath to join a Financial Planning firm.

Our clients specialise in wealth management, investments, and employee benefits and work closely with their clients to ensure personalised advice is provided to suit their needs.

They have a strong back-office team that supports their Advisers and are looking to expand this team.

Your role will include, but not be limited to:

Client liaison and support
Review annual review dates and update back office systems
Preparing and package financial planning reports with advisers
Preparing client letters and ensure they're received by the clients
Maintaining accurate client information
Assisting with annual reviews and onboarding of new clients
Ad hoc duties where required

Benefits:

Salary of up to £35,000
25 days holiday (can carry 5 days)
4x death in service
5% Pension contribution
Income protection and life insurance
Growth and development
Successful and well establish planning firm

Skills and experience required:

Knowledge of the Financial Service industry
Strong administration skills and experience
Working in a client environment, providing exceptional service
Working knowledge of Microsoft Office and IO desirable
Financial qualifications advantageous

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 is pleased to be working with a Financial Planning firm based in Bath on an administration role.

Our commitment to you:

Start every journey with a conversation to find out about you indepth.
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.