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Role: Senior Client Service Executive
Salary: 拢30,000 - 拢40,000
Locations: Surrey
We are working with a highly reputable and established Chartered Financial Planning firm based in Surrey. They are forward thinking and hardworking with a culture built around their employees.
Seeking a senior addition to their Client Services team, you will make a significant contribution to the growth and ongoing success of the small but admirable business.
In this role you will process client pensions and investment applications, assist with meeting preparation and reports, oversee monthly data quality checks and support with the training and induction of new Client Service Assistants alongside a variety of other activites.
About You:
路 Minimum of 3 years industry experience within an IFA or Financial Planning firm
路 Proactive approach, effective communication and self-motivation
路 Study towards Level 4 Diploma in Financial Planning
路 Experience with Intelligent Office and Voyant (desirable)
In Return:
路 25 days annual leave + bank holidays + additional after 3 years of service
路 Life Insurance
路 Critical Illness Cover
路 Income Protection
路 5% matched pension contribution
路 Exam support and training towards Chartered
