Financial Planning Client Executive in Holywell

Financial Planning Client Executive in Holywell

Holywell Full-Time 35000 - 45000 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Manage client relationships and deliver tailored financial planning advice.
  • Company: Join a long-established financial planning practice with a strong reputation in North Wales and Cheshire.
  • Benefits: Enjoy a competitive salary, excellent benefits, and opportunities for career development.
  • Other info: This role is based in North Wales, serving clients across the region.
  • Why this job: Be part of a respected firm known for outstanding client service.
  • Qualifications: Experience in financial planning and client management is essential.

The predicted salary is between 35000 - 45000 Β£ per year.

Join one of the region's most established and respected financial planning firms.

An exceptional opportunity has arisen to join a highly regarded, long-established financial planning practice that has built an enviable reputation for delivering outstanding advice and service to clients across North Wales, Cheshire.

Financial Planning Client Executive in Holywell employer: DECIPHER CONSULTING RECRUITMENT LIMITED

Join a highly regarded independent insolvency practice in Wigan, where you will be part of a dynamic team dedicated to delivering exceptional service and fostering long-term client relationships. With a strong focus on professional development, this role offers comprehensive benefits and the opportunity to work closely with experienced Licensed Insolvency Practitioners, ensuring your growth in a supportive and empowering work culture.

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Contact Details:

DECIPHER CONSULTING RECRUITMENT LIMITED Recruitment Team

We think you need these skills to ace Financial Planning Client Executive in Holywell

Client Management
Financial Planning
Communication Skills
Relationship Building
Problem-Solving Skills
Attention to Detail
Analytical Skills