Job Description
Job Title: Client Service Executive
Industry: Wealth Management
Location: Bristol
Salary: £30,000 - £35,000
Job Reference: 9446
Job Description:
Recruit UK are working with a longstanding and highly successful investment management firm, who are pioneers in ethical investments and developing unique propositions to align with each client’s values and goals.
As they continue to grow, they are looking for a passionate investment professional to join the team. You will work closely alongside the Investment Manager and be the first point of contact for clients. There are endless opportunities for personal growth and career development in this role, whether you want to stay in the back-office side of investments, or eventually become an adviser yourself!
Duties will include but are not limited to:
* Liaise with clients and maintain ongoing relationships
* Manage the full administration process
* Understand client suitability requirements and support the IM
* Adhere to compliance regulations
* Support with the junior administrators
Benefits:
* Competitive salary of up to £35,000
* Hybrid working
* Excellent training and development
* 10% pension contribution
* 25 days holiday, rising to 30. +/- 5 days
* Clear progression routes
* Support with professional qualifications
* Bonus/commission scheme
* Attractive benefits package including private medical
Skills and experience required:
* Experience working in a similar position within Investment Management (essential)
* Desire to work in ethical investment management
* Strong communication and client-facing experience
* Financial planning services
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