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MB Fitzgerald
,
London, Greater London
Client Service Executive
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Job Type: Full-time |
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Salary: £30,000 per annum |
Overview
A high end stock brokerage and wealth planning firm who provide investment, tax and financial planning services to HNW private clients are currently seeking a Client Service Executive to join their Central London based team. This vacancy is working within their client services division focussing on provision of tax-efficient smaller company investment portfolios such as Business Property Relief and EIS portfolios. The team is part of an established private client broker with a regular flow of new clients in addition to over 20,000 existing clients with over £3bn of assets. The role will involve acting as a point of liaison with internal brokers and clients, both to promote and help support the teams successful BPR and EIS services. The role will include day to day liaison in relation to prospects and clients, and provision of on-going communications. Candidates must have some knowledge/experience of tax efficient investments and will ideally have already attained of be working towards investment related qualifications. This is an excellent opportunity to work for a genuine top tier organisation who can offer a highly competitive salary, bonus and benefits package.