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 £ 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
This esteemed financial planning firm offers a competitive salary and excellent benefits. Located in North Wales, it prides itself on delivering exceptional service to clients. Join a team that values career development and has a longstanding reputation in the industry.
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
