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Job Location | Birmingham |
Education | Not Mentioned |
Salary | £26,000 - £28,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time or part-time |
Job Overview: A reputable wealth management firm is seeking a Client Services Executive to join the support team. This role is integral to providing excellent support for the financial advisors and ensuring that client administration andservicing are conducted efficiently and in compliance with company procedures.Key Responsibilities:
Keyskills :
Administrative Support
Financial Planning
Wealth Management
Independent Financial Advice
Sales Support