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Accountancy Divisions
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London, Greater London
Financial Administrator/ Client Relationship Manager - South West London
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Job Type: Full-time |
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Salary: £35,000 per annum |
Overview
Jw/21897 £35k plus excellent benefits South West London Financial Administrator / Client Relationship Manager We are currently recruiting for one of our long standing clients, that have enjoyed steady, but sustained growth. As a result of this, they are now looking for an additional member of staff to support their Wealth Management team. You will be acting as the link between the Advisor and client portfolio, building meaningful and long last client relationships. Attending client meetings, taking detailed notes and following up on relevant paperwork, post the meeting. You will gain broad exposure to Pensions, Investment, Protection and Tax issues, although previous knowledge of these is not essential. The ideal applicant will be working in a similar client facing role, either face to face or over the phone and have had some exposure to any aspects of Financial Services, either from a Provider, Investment or Mortgage point of view. If you are looking for a firm that genuinely values their staff and is passionate about providing outstanding service to their clients, then this could be the ideal role for you. They have an excellent work life balance and highly supportive and open company culture, where you won’t be micro managed. Full on the job training will be provided, along with study support, if you wish to start studying for the CII, Chartered Insurance Institute qualifications. Having successfully placed a number of staff with this firm, we can vouch for their professionalism and support of staff.