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Account Executive
2 days ago
Aston Lark Limited Kidderminster, United KingdomWe have a fantastic opportunity for an **Account Executive**?to join **Plester Group**(a howden company) at their offices in **Kidderminster**.? We are looking for a bright, personable, self-motivated individual for this role. You will be working within our commercial team and wi ...
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Account Executive
1 day ago
Cavendish Consulting Birmingham, United KingdomAccount Executive - Planning Communications & Engagement · **Birmingham** · **Permanent.** · **Full time 37.5 hours**.** · **What we're all about**: · Cavendish is all about talented people, delivering excellent results for our clients. We are a multi-award-winning, PR Week Top 1 ...
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Account Executive
2 days ago
SmithCarey Gloucestershire, United Kingdom**ACCOUNT EXECUTIVE - Branded Drinks company**: · **Competitive salary plus bonus & benefits** · **Head office in Gloucestershire - Agile working pattern** · **The company** · An opportunity to give your career the best possible start and join a fantastic FMCG organisation, with ...
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Account Executive
1 day ago
KPMG-UnitedKingdom Birmingham, United Kingdom**Job description** · **Function information** · KPMG goes to market on a multi-disciplinary basis, leveraging insights to provide a broad range of solutions and services to assist our clients in meeting their business objectives and addressing areas of greatest challenge. · **De ...
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Account Executive
2 days ago
RGS Global Hampton, United Kingdom Full timeThis is an excellent opportunity to build your career in a professional and friendly team environment. This is a varied role in a busy Account Management Team and involves building and maintaining client relationships by delivering an exceptional level of customer service.Respons ...
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Account Executive
15 hours ago
Creative Mettle Cheltenham, United KingdomFantastic opportunity for a bright graduate to join a forward thinking, dynamic PR agency in Cheltenham. You will hail from a strong academic background and be eager to learn, be highly motivated, driven, with a passion for carving a career with the PRand comms industry. · You wi ...
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Account Executive
1 week ago
We Are Workforce Ltd Bromsgrove, Worcestershire, United KingdomJob Title: German Speaking Account Manager · Contract: Permanent · Our client, who is a rapidly expanding international company specializing in providing top-quality products, are seeking a dedicated Multi-lingual EU Field Sales Representative to join their · The candidate sho ...
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Account Executive
4 days ago
NFP, an Aon company (Europe) Bromsgrove, Worcestershire, United KingdomWe are recruiting for a Private Clients Account Manager to provide administrative support, and to take ownership of all areas of service delivery, working in partnership with the relevant Advisors to provide outstanding customer service. · Preparation of client annual review mee ...
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Account Executive
20 hours ago
NFP, an Aon company (Europe) Bromsgrove, Worcestershire, United KingdomJob Description We are recruiting for a Private Clients Account Manager to provide administrative support, and to take ownership of all areas of service delivery, working in partnership with the relevant Advisors to provide outstanding customer service. · Preparation of client a ...
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Commercial Account Executive
2 days ago
Holmes Insurance Brokers Dudley, United Kingdom**Commercial Account Executive** · **Location: Dudley - West Midlands** · **Salary: Dependant on experience** · **Working Hours: Monday to Friday** · Are you an experienced insurance professional with a desire to work for a growing, family run business? Do you want to be treated ...
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Senior Account Executive
2 days ago
IPS Group Birmingham, United Kingdom Full timeA unique opportunity awaits an experienced Commercial Account Executive to seamlessly transition into a thriving book of business from the incumbent Executive. This change arises from the current Executive's well-deserved promotion, necessitating the transfer of a substantial por ...
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Commercial Account Executive
2 days ago
IDEX Consulting Ltd Birmingham, United KingdomExperienced Account Executive looking to achieve greater results? · But frustrated with the lack of quality broking/account handling support and lack of leads provided? · This role is one that can offer it all and with the right mentality can help you truly transform your career. ...
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IT Sales Account Executive
2 days ago
Foresight Associates Birmingham, United Kingdom**IT Sales Account Executive** · Foresight Associates are pleased to be working with a multi-award winning and market-leading technology services provider with over 25 years of experience who provide IT products, managed services and solutions to their clients across small to med ...
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National Account Executive
1 day ago
Beiersdorf UK Ltd. Birmingham, United KingdomAt Beiersdorf UK, we invest time into developing our own leading skin care brands - Nivea, Eucerin, and Elastoplast - to ensure we continue to provide our customers with the products they need to live a happier, fuller life. · As National Account Executive you will play a crucial ...
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Hospitality Account Executive
15 hours ago
Aston Villa Football Club Birmingham, United Kingdom**The Department** · The Hospitality team are responsible for the sales and delivery for all Matchday hospitality and premium matchday experiences along with adhoc Club events such as End of Season Awards Dinner and Play on the Pitch experiences. · **1. The Role** · We have an ex ...
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Marketing Account Executive
1 day ago
The NEC Group Birmingham, United KingdomFrom world leaders, rock and pop royalty, to hosting some of the globe's most well known brands, the UK's leading venue management business, the NEC Group, welcomes millions of people through the doors of five of the UK's most iconic venues. · We have an exciting opportunity to j ...
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Pr Account Executive
15 hours ago
AF Selection Birmingham, United KingdomWe genuinely believe this PR consultancy is one of a kind and joining them as PR Account Executive or SAE could be the best decision you make in your career. With hybrid working, some of the most exciting accounts in the Midlands and a brilliant team environment,why wouldn't you ...
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Internal Accounts Executive
1 day ago
PayPlan Birmingham, United KingdomJob Advert · **Are you Customer-focused and an excellent communicator with good listening skills?** · Work for PayPlan and you can really make a positive difference to people's lives. · At PayPlan we help people who are in debt, by providing free debt advice and debt solutions ba ...
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National Account Executive
15 hours ago
Page Personnel Finance Sutton, United KingdomIdentifying and generating leads, evaluate, develop, manage and close new business opportunities. · Attending networking activities to research and connect with prospective clients. · **Client Details** · The company works in sports nutrition and pharmaceuticals and make both wid ...
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Key Account Executive
15 hours ago
G B Solutions Cheltenham, United Kingdom**Key Account Executive** · **£23,000 - £24,000 + Bonus (KPI targets)** · **Cheltenham** · A hugely successful, award-winning business has a requirement for a Key Account Executive to join its team. · If you are a talented individual, with high energy, ambition, and drive, then t ...
Account Executive - Bromsgrove, Worcestershire, United Kingdom - NFP, an Aon company (Europe)
Description
We are recruiting for a Private Clients Account Manager to provide administrative support, and to take ownership of all areas of service delivery, working in partnership with the relevant Advisors to provide outstanding customer service.
Overview of dutiesPreparation of client annual review meetings and compliant ongoing suitability reports following Adviser review meetingsPreparation of client documentation for switches/withdrawals/top-ups and submissionPreparation of switch/withdrawal/top-up suitability reports in compliant fashion for adviser deliveryExecution of additional business submission with ProvidersManage ongoing client information on back officeDeal with any ad hoc client queriesLiaise with Compliance Department, Accounts and other parts of the business to manage internal requirements of the team e.g.
Weekly figures, regulatory data requirements Support the day-to-day functions of the office liaising with other NFP companies Person specification Knowledge, skills and abilities:Previous experience working within the Private Client Wealth Management industryStrong working knowledge of private client back office softwareGood IT skills including Microsoft Office suiteExperience of cashflow modelling softwareHonest and trustworthy with a desire to work to the highest standards of complianceExcellent verbal and written communication skillsAbility to work to a high level of accuracy and prioritise effectivelyEducation / and or ExperiencePrevious experience in a wealth roleKey information: Hours: Monday - Friday, 35Hours Location:
Bromsgrove / Birmingham Hybrid If this sounds like something you are interested in please apply, or contact Paige Hughes or Lucy Reed for further information.