Are you looking for a challenging new support role in financial advice? Do you have a couple of years experience in financial advice or financial services?
If you do then we would love to hear from you.
We are a leading financial advisory firm dedicated to providing personalised financial planning and investment management services. Due to rapid growth we are now looking to recruit a motivated and detail-oriented IFA Client Account Executive to join our dynamic team. You will play a crucial role in managing client relationships, ensuring client satisfaction, and supporting our financial advisors in delivering top-notch financial advice.
Your responsibilities will include:
* Acting as the primary point of contact for clients, addressing their inquiries and providing exceptional service.
* Assisting the team with client onboarding, account management, and documentation.
* Preparing and reviewing financial reports, investment summaries, and other client-related documents.
* Coordinating and scheduling client meetings, ensuring all necessary materials are prepared.
* Maintaining accurate and up-to-date client records in our CRM system.
* Supporting the development and implementation of client financial plans.
* Handling administrative tasks related to client accounts, including processing transactions and managing correspondence.
Along with the need for an eye for detail and exceptional communication skills – our work is all about providing excellent service – we would like you to have a degree in Finance, Business, or a related field and strong understanding of financial products and services proven by your experience in in a client-facing role within the financial services industry.
In return we will offer you:
* £25,000 - £28,000 annual salary and competitive benefits package.
* Opportunities for professional growth and development.
* A supportive and collaborative work environment.
* The chance to make a meaningful impact on clients' financial well-being.
Please send your cv and cover letter detailing your qualifications and experience to hr@yorwealth.co.uk