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    Account Executive - Bromsgrove, Worcestershire, United Kingdom - NFP, an Aon company (Europe)

    NFP, an Aon company (Europe)
    NFP, an Aon company (Europe) Bromsgrove, Worcestershire, United Kingdom

    3 days ago

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    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 annual review meetings and compliant ongoing suitability reports following Adviser review meetings
    Manage ongoing client information on back office
    Deal with any ad hoc client queries

    Liaise 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

    Previous experience working within the Private Client Wealth Management industry
    Strong working knowledge of private client back office software
    Good IT skills including Microsoft Office suite
    Experience of cashflow modelling software

    Hours:
    Monday – Friday, 35 Hours
    Bromsgrove / Birmingham Hybrid

    If this sounds like something you are interested in please apply, or contact Paige Hughes or Lucy Reed for further information.


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