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Crawley

    Executive and Engagement Officer - Crawley, West Sussex, United Kingdom - Recruit UK | Certified B Corp™

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    Title :
    Client Service Executive

    Recruit UK is working with an FTSE250 UK Wealth Management firm in Crawley to bring on a Client Service Executive to join their dynamic, friendly team in the Crawley office.

    This company approaches their work in an honest, forward-thinking manner to provide an expert service, bespoke to individual needs.

    They are leaders in the industry and with long-term goals at the core of their vision, they understand their employees underpin their success and reward hard work with attractive benefits.

    As a Client Service Executive, you will provide important support to advisers and their clients to provide a smooth client-centric service.

    Preparing meeting packs, annual review packs and valuations for clients
    Administration of client data, client documentation and new business paperwork onto back-office systems/platforms
    Assisting with ad hoc office duties
    Call management/client contact

    Previous financial services experience
    25 days holiday (option to buy more)
    ~ Life Assurance (x4 salary)
    ~ Discretionary bonus
    ~ Juicy company pension scheme (10% contribution)
    ~ Private health insurance
    ~ Employee Wellbeing Assistance programme
    ~ Season Ticket Loan
    ~ Share incentive scheme
    ~ Access to financial advice
    ~ Hybrid working opportunities


    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 are pleased to be working with a Financial Planning firm in Crawley on a Client Service Executive role.


    Use our network across the financial world to match you to your perfect position. Cover the whole of the UK with a local touch through our regional teams.


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