We’re searching for a talented Client Services Executive to join our team at the Financial Options Group.
You will have the opportunity to work alongside our experienced financial planning professionals to manage a range of administration/support tasks, whilst helping to build outstanding ongoing relationships with our clients.
We would like to hear from you if you possess the below skills and areas of expertise:
* 2 years’ financial services experience, with a solid understanding of financial products
* Excellent communication skills with client-facing expertise; you’re an attentive listener responsive to client needs and committed to providing proactive support
* Robust knowledge of provider platforms and marketplace, with proficiency in computer systems and software, including Microsoft Office
Seniority level
Entry level
Employment type
Full-time
Job function
Marketing and Sales
To find out more about our ethos and our suite of services, visit www.financialopts.co.uk. To discover more about our career opportunities, email contact@financialopts.co.uk.
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