Ifa Client Services Executive Hybrid - Cobham, United Kingdom - Cameron James

Cameron James
Cameron James
Verified Company
Cobham, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Our Clients are a boutique Financial Planning & Wealth Management firm that provides financial planning and investment management services to a select group of discerning high net-worth bespoke families based in Cobham, Surrey.

Due to success require an experienced IFA Client Services Executive


As
Client Services Executive,your role will be to assist the Founding Partners and Directors by providing full administrative support and maintaining close contact with clients to deliver a professional, compliant, and effective service.

Provide an excellent service to clients both external and internal together with third party providers.

Develop and maintain effective relationships with clients, colleagues and third parties.


Ensure processes are followed, tasks include end to end management of account opening, on-boarding, and transfer processes, consulting with operations teams where appropriate, processing client payments and account amendments.

Arrange client meetings to support adviser.

Ensure that financial transactions are completed correctly, and files are fully FCA compliant.

Hours:
To be agreed although base expectation will be 9am to 5.00pm Monday to Friday

Flexible Working: 2/3 days per week office based


Salary:
TBA although up to £35,000pa

Pension:
TBA although Auto enrolment to Workplace Pension in due course

Employee Benefits: 4 x DIS plus Income Replacement policy 75% of salary.

Holiday: 25 days excluding bank holiday
More jobs from Cameron James
See all jobs of Cameron James