Client Services Associate - Wealth Management / Financial Planning

Oval Recruit ,
Leeds, West Yorkshire
More Details
Job Type: Full-time
Salary: £25,000 per annum

Overview

Client Services Associate - Wealth Management / Financial Planning £25,000 Leeds A Leeds based firm of Chartered Financial Planners who have won numerous industry awards for both Financial Planning and Investment Advice, are looking to recruit a highly capable Client Services Associate to provide full technical support to an Adviser and be point of contact for client enquiries. You will be involved in client meeting research and preparation, processing new business, conducting valuations and liaising with clients. The role would suit someone who has a strong desire to develop within financial services, an interest in pursuing professional qualifications and someone who will buy into the company ethos of delivering excellence to clients. This firm are now recognised as one of the UK’s leading Advisory firms and have also won recognition for their investment in employees and were last year voted one of the best regional companies to work for. They provide excellent training, qualification support and a comprehensive benefits package. This is an excellent opportunity for bright and articulate individuals who have ideally 12 months previous financial services experience to develop a career in Financial Planning. You should be able to display a genuine desire to work in the advisory industry, have excellent interpersonal and communication skills and be capable of quickly developing technical knowledge. For more information please contact Hannah Ross

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