Novia Financial plc's Wealthtime team is seeking a Client Services Executive to be the first point of contact for Financial Advisers, Clients, and sales teams. You will deliver expert platform support by phone, email, and written communication, maintaining high standards with empathy and care.
The role offers a clear career path through the CSE Elevate scheme, with defined salary bandings and two tracks—Leadership and Specialist—to suit your strengths and ambitions.
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Platform Support Specialist - Financial Services in Bath employer: Novia Financial plc
Wealthtime, as part of the Quanta group, is an exceptional employer that prioritises a supportive work culture and employee development. With a focus on regulatory compliance, you will have the opportunity to engage in meaningful work while benefiting from a collaborative environment that encourages professional growth and offers unique insights into the financial crime landscape.
