Job Title: Client Service Executive

Industry: Financial Planning

Location: Gatwick

Salary: up to £35,000

Job Reference: 10380

Job Description:

Recruit UK are working on a Client Service Executive role for a Financial Planning firm in Gatwick.

Our client is a long standing and highly successful financial planning firm, who specialise in Wealth Planning with clients across the UK. This opportunity is working in their Gatwick office, working alongside a team of CSE’s to support the Financial Advisers and Paraplanners. You will have ample opportunity to progress your career, with lots of progression and development opportunities.

Duties:

• Liaise with clients to arrange meetings, update information, answer queries and more
• Prepare meeting packs and annual review packs
• Ensure new business is added to the system
• Manage documents with confidentiality and in a timely manner
• General administration duties

Benefits:

• Competitive salary of up to £35000
• Hybrid working
• Progression and development
• Discretionary bonus
• Annual salary reviews
• Hybrid working
• Private medical
• Income protection
• 25 days holiday
• 4x death in service

Skills and experience required:

• Experience working in Financial Planning industry
• Good administration skills, with the duties listed above
• Strong understanding of UK products and regulations

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 is pleased to be working with a Financial Planning firm, looking for a Client Service Executive.