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Job Location | Castle Vale |
Education | Not Mentioned |
Salary | £30,000 - £35,000 per annum, negotiable |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
City & Capital are currently representing a highly respected financial planning & wealth management business who are actively looking to appoint a proactive & professional Client Services Executive to their growing team, at an exciting time.Our client is on an exciting growth trajectory & offers integrated & specialist advice for both corporate & private clients with a range of holistic products, financial planning and wealth management services. The business offers a fantastic culture forgrowing professionals in the space, due to their strong capacity to develop staff and to assist them with the growth of their careers.As Client Services Executive, you will report in to the Client Services Manager and your role will be a diverse blend of client communication, product administration, market research, document creation & other duties that ultimately support the needs ofthe firms advisers and their clients.Duties Include (But may not be limited to):