Business Relationship Executive – IFA Practice

Recruiter
Morgan Turner
Location
Chester
Salary
£22,000 - £26,000
Posted
07 Jul 2017
Closes
06 Aug 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Our client, a high profile, successful, boutique financial planning/IFA Practice is looking to recruit an ambitious, driven, articulate and efficient Business Relationship Executive to join their expanding team

Developing and maintaining long-term relationships with clients, you will be visiting clients situated across the UK and operating as the point of contact for assigned clients. You will ensure that clients’ needs are met and that they receive requested information and services in a timely fashion

Key duties of the role include:
Forecasts and tracks client account metrics
Manage projects within client relationships, working to carry out client goals while meeting company goals
Identifies opportunities to grow business with existing clients
Coordinate with staff members working on the same account to ensure consistent service
Service multiple clients concurrently
Keep records of client communications
Experience of working in an IFA, Financial Advisor, or Financial Services environment is desirable

This is an exceptional opportunity to join a dynamic and well respected financial advisory practice during an exciting period of expansion

Salary £22,000 to £26,000