Clients Services Executive - National Wealth Management Firm

Accountancy Divisions Limited
08 Feb 2017
08 Mar 2017
Contract Type
Full Time

Clients Services Executive - National Wealth Management Firm


£20,000 - £25,000 + benefits + bonus

Do you have some experience in Wealth/Financial Management? Would you like to join a firm that can offer you continuous progression?

Financial Divisions are currently working on behalf of a leading national wealth management firm looking to add a Client Services Executive to their Birmingham office. The firm are a well-known brand within the industry and have a track record for continuous progression and challenge their staff. As Client Services Executive you will be responsible for working closely with the Financial Consultants and their clients in providing a first class wealth management service. You will be responsible with onboarding clients, updating and keeping client files in order, research products and communicate with clients regarding queries and their portfolio.

As Client Services Executive you will have 6 to 12 months’ experience working in an IFA or Wealth Management environment in an Administration or Client Services capacity. You will also be looking to progress your wealth management career in the long term with the support of the firm.

For immediate consideration please forward your CV to Mark Flannery at Financial Divisions