Client Service Executive (Investment Management) - Recruit UK : Job Details

Job Title: Client Service Executive (12-Month FTC)

Industry: Wealth Management

Location: Bristol

Salary: £30,000 - £35,000

Job Reference: 9459

Job Description:

Recruit UK is working with a longstanding and highly successful investment management firm, who are pioneers in the ethical investments and developing unique propositions to align with each client’s values and goals.

As they continue to grow, they are looking for a passionate investment professional to join the team. You will work closely alongside the Investment Manager and be the first point of contact for clients. There are endless opportunities for personal growth and career development in this role, whether you want to stay in the back-office side of investments, or eventually become an adviser yourself!

Duties will include but not be limited to:

• Liaise with clients and maintain ongoing relationships
• Manage the full administration process
• Understand client suitability requirements and support the IM
• Adhere to compliance regulations
• Support with the junior administrators

Benefits:

• Competitive salary of up to £35,000
• Hybrid working
• Excellent training and development
• 10% pension contribution
• 25 days holiday, rising to 30. +/- 5 days
• Clear progression routes
• Support with professional qualifications
• Bonus/commission scheme
• Attractive benefits package including private medical

Skills and experience required:

• Experience working in a similar position within Investment Management (essential)
• Desire to work in ethical investment management
• Strong communication and client facing experience
• Financial planning services
• Health & wellbeing programme
• Paid volunteer time
• Private dental insurance
• Private medical insurance

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Bristol on a Client Service Executive role.