Client Services Executive - London

Only for registered members London, United Kingdom

2 weeks ago

Default job background
Full time £30,000 - £36,000 (GBP)
+ Client Services Executive - Financial Planning

Description

We are a team of Chartered Independent Financial Planners, recognised by the Chartered Insurance Institute (CII). Our chartered status reflects our commitment to a client-first approach, ethical practice, and continuous professional development. We provide holistic financial planning — covering wealth management, family protection,

+ Key Responsibilities
  • Act as a primary point of contact for clients,
  • Prepare documentation and meeting packs for adviser/client appointments,

Lorem ipsum dolor sit amet
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.

Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.

Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Get full access

Access all high-level positions and get the job of your dreams.



Similar jobs

  • Only for registered members London

    The Client Services Executive will be dealing with International client queries including day to day account opening, · trading on portfolios,payments and lending,and general investment administration. · The role involves diligently monitoring transfers of cash and assets to and ...

  • Only for registered members London

    The Client Services Executive will sit within a top performing Relationship Management team for a highly prestigious Wealth Management firm. · Dealing with client queries including day to day account opening, trading on portfolios, payments, · General investment administration e. ...

  • Only for registered members London

    The Client Service Executive will be responsible for supporting existing accounts within the hospitality sector with maintenance, day to day care and rolling out new products to help aid company growth. · If you thrive in a client-facing role and enjoy travelling, this is the per ...

  • Only for registered members London

    We create the extraordinary at Dell Technologies. Our Services Account Executive sells innovation to the world. · The expert identifies customer business needs by providing subject matter expertise. · This role has no salary information but it implies experience in sales cycles a ...

  • Only for registered members London

    Our client is a not-for-profit member-owned entity dedicated to supporting healthcare professionals across the United Kingdom. · Provide expert support to members of the medical and dental professions. · ...

  • Only for registered members London Full time

    The Services Account Executive at Dell Technologies creates innovative solutions for customers by providing technical advice during sales processes. They develop relationships with c-level decision makers and consultative selling to position offerings as part of a broader strateg ...

  • Only for registered members London

    My client, a leading organisation within the property sector, is seeking a Customer Service Executive to join their busy team on a temporary basis. · ...

  • Only for registered members London

    The Client Services Executive will sit within a top performing Relationship Management team for a highly prestigious Private Bank.The role involves dealing with International client queries including day to day account opening, trading on portfolios, · payments and lending.The Ca ...

  • Only for registered members London, England

    In Dell Technologies, vendemos innovación al mundo como Servicios Account Executive. · We believe that each of us has the power to make an impact. Join us to do the best work of your career and make a profound social impact as a Services Account Executive on our UK Services Sales ...

  • Only for registered members London Full time

    Citi are looking to hire a highly numerate individual with strong skills across analytics to work as part of the European cash equities execution advisory business. · ...

  • Only for registered members London Area

    The Client Services Executive will sit within a top performing Relationship Management team for a highly prestigious Private Bank. · Dealing with International client queries including day to day account opening, trading on portfolios, payments and lending, · Data-inputting in th ...

  • Only for registered members London £27,500 - £30,000 (GBP)

    We are seeking a driven and proactive Client Services Executive to join our dynamic Client Services team.We'll play a vital role in ensuring the seamless execution of projects. · Creating strategy & data analysis presentations that are concise and visually impactful. · Scheduling ...

  • Only for registered members London Area

    + Job summary: Customer Service Executive providing expert support to healthcare professionals in the UK. ...

  • Only for registered members London

    Kantar Media is looking for a Client Service Executive within our BARB department. · ...

  • Only for registered members London

    This is your chance to step into a role with real responsibility.You'll be given the space to own your work, · supported to move as fast as you want and expected · to keep raising the bar — for yourself and the business. · ...

  • Only for registered members London, England, United Kingdom

    The Customer Services Executive will respond to customer queries and complaints via email handling reactive social media troubleshooting technical issues liaising with our technology team resolving them reporting trends in customer feedback to the Head of Customer Services. · ...

  • Only for registered members London TEMPORARY

    In this role, your main mission will be to connect small businesses with the perfect space from our portfolio. You will be the friendly, professional voice answering calls and responding to emails to help customers on the first leg of their journey with us. · ...

  • Only for registered members London, United Kingdom

    We believe that each of us has the power to make an impact. Join us to do the best work of your career and make a profound social impact as a Services Account Executive on our UK Services Sales Team in South England. · ...

  • Only for registered members London

    The PFA has offices in Manchester and London, this role will conduct regular visits to allocated Women's Super League (WSL) clubs to develop relationships with members at these clubs.The job provides support to the Director of Women's Football as part of a team of executives, · K ...

  • Only for registered members London

    We're looking for a Client Service Executive to join our Wealth Management division known as Cazenove Capital which is part of the Schroders group. · You will work alongside a team of Portfolio Managers and Directors and will be a critical part of the client team and in some case ...

  • Only for registered members London Full time

    We're looking for a Creator Campaign Executive to help bring creator-led campaigns to life from start to finish. In this role, you'll work directly with creators and brands—sourcing talent, guiding creative, managing content, · and keeping campaigns running smoothly.Benefits</h2_ ...