Client Services Executive

Our client, an established Wealth Management Business is recruiting for a client Client Services Executive to join their growing team.
They offer flexi time and hybrid working options and so much more The Role: Annual portfolio reviews and valuations Responsible for the processing of new business, communicating, and interacting with product producers (generally major insurance companies) to ensure prompt processing of applications.
This applies to pre & post retirement pension structures, protection benefits & investment portfolios Liaising with clients regarding their portfolios and new applications in an effective and timely manner Working alongside experienced advisers and provide support in meeting regulatory compliance requirements.
What you need: At least 2 years experience in a similar role.
Broker experience is desirable BA degree in a Business or Finance related discipline QFA qualified or working towards Working knowledge of Anti-Money Laundering (AML) requirements and associated Compliance requirements.
Please apply through the portal or send your CV to Rachael at if you wish to be considered for this role.
Skills: Financial Planning Financial Services Client Services QFA Finance Administration Benefits: Pension Income Protection Death in Service Flexi-Time Hybrid Working Laptop Flexi-Leave