At a Glance
- Tasks: Build strong client relationships and support financial planning needs.
- Company: Successful wealth management firm with a professional team.
- Benefits: Career development opportunities and support for industry qualifications.
- Other info: Great opportunity for career growth in a dynamic environment.
- Why this job: Join a supportive team and make a real difference in clients' financial lives.
- Qualifications: Experience in financial planning or wealth management and strong communication skills.
The predicted salary is between 43000 - 45000 £ per year.
An excellent opportunity has arisen for an experienced Client Relationship Executive to join a successful wealth management firm.
Working closely with Financial Advisers, you will act as a key point of contact for clients, delivering exceptional service, building strong relationships, and supporting the ongoing management of their financial planning needs.
The successful candidate will have previous experience within an IFA, financial planning, or wealth management environment, along with a good understanding of pensions, investments, and protection products.
Strong communication skills, attention to detail, and a client-focused approach are essential.
This is a fantastic opportunity to join a professional and supportive team, with genuine scope for career development and support towards industry qualifications.
TPBN1_UKTJ
Client Relationship Executive - Financial Advisers in Woking employer: IPS Group
Join a well-established independent firm of Chartered Accountants in Selby, where you will thrive in a supportive work culture that values professional growth and development. With a diverse client base, this role offers the chance to enhance your skills while enjoying competitive benefits and a collaborative environment that fosters teamwork and innovation.
