Remote Working - London, United Kingdom - Financial Divisions

Financial Divisions

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

plus Bonus, Full or Part Time pro rata
With exciting plans for their future, my client, a London based independent financial planning firm are looking to recruit an experienced individual as Client Service Manager to support a small well-established wealth management team and to add value tothe business, making this role their own
Opportunity Highlights

This is a highly responsible role with a longterm future supporting the admin function
Role offers full involvement from being first point of contact for clients, providers and advisers, new business, preparing draft client reports and letters, executing transactions on provider platforms, producing accurate valuations, automation of clientcentric workflows
Remote working ( 2 London based meetings in various top restaurants per month)
Full time or 4 days per week
Performance based Bonus
35 years IFA Admin experience
Experienced XPlan user advantageous
Role could take on Operations aspects

If you are looking for a business where you feel valued, supported and are able to have a voice and be noticed for your hard work and commitment, call Camilla Howden to discuss this opportunity in greater detail.