Lockhart Capital is a boutique Financial Planning and wealth Management firm that provides financial planning and investment management services to a select group of discerning, high-net-worth bespoke families.
Package Details:
The successful candidate will receive a Salary of up to £35,000 Per Annum
Other benefits include:
* Flexible working: 3 days office, 2 days WFH
* Pension scheme
* Employee Benefits: 4x DIS plus income replacement policy 75% of Salary
* Bonus scheme
* 25 days holiday + bank holidays
Purpose of the role:
As Client Services Executive, your role will be to assist our Founding Partners and Directors by providing full administrative support and maintaining close contact with clients to deliver a professional, compliant, and effective service.
Duties and Responsibilities:
Your duties will include but not be limited to:
1. Provide an excellent service to clients, both external and internal, together with third-party providers.
2. Develop and maintain effective relationships with clients, colleagues and third parties.
3. Ensure processes are followed; tasks include end-to-end management of account opening, onboarding, and transfer processes, consulting with operations teams where appropriate, processing client payments and account amendments.
4. Arrange cli...