An exciting opportunity has come up to work for a multi-award-winning Financial Advisor, and my client is looking for a Client Experience Executive (Private Wealth) to help deliver client services proposition by delivering a first-class support service to Private Client Partners
The Client Experience Executive will:
- Manage relationship with Partners and become their first point of contact on any queries
- Coordinate with Partners and Paraplanners to ensure that we are able to deliver against a clients expectations and underline any concerns or potential issues
- Collate all documentation and ensure that the new business pack is complete before submitting applications to providers.
- Gain regular updates from the providers until the plan is in force or the investment has been made.
- Make sure the client file is compliant
- Prepare personalised client packs for Partners prior to client meetings.
- Give regular updates to the partner and clients to ensure that the clients are kept completely up to date and value the service they are being provided
- Provide general day-to-day support to the appropriate partner
The Client Experience Executive would have experience of:
- Previous experience working in an administrative role within an advisory environment
- Good knowledge of investments and pensions
- Good track record developing and maintaining good working relationships with clients and partners
- Excellent knowledge of Microsoft packages, including Word, Excel and Outlook
- Commitment to pass basic financial exam within 3 months of employment (internal exam)
What is in it for the Client Experience Executive
This is a full time role, my client is based in Weybridge and offering a hybrid model of 2 days in the office, 3 days at home.
Salary to be discussed on the phone, with the company benefits
What next?
If this Client Experience Executive role sounds like it could be of interest to yourself or anyone you know then please do get in touch with your latest CV and a time that works for me to give a call as my client is looking to move quickly for the right person.
For more information about this role please apply, or email Demi Hyett on dhyett@pg-rec.com who will be able to provide more details on the opportunity.
Many thanks, Premier Group