Wealth Management Client Associate

  • Location:

    Liverpool, Merseyside

  • Sector:

    Financial Services

  • Job type:

    Permanent

  • Salary:

    Negotiable

  • Contact:

    Antonia Mihaylova

  • Contact email:

    antonia.mihaylova@search.co.uk

  • Job ref:

    Req/472348_1533926269

  • Published:

    2 months ago

  • Expiry date:

    2018-09-09

  • Startdate:

    ASAP

Financial Planning - Client Services
Liverpool
£20,000 - £22,000 + fantastic benefits + study support + bonus + overtime opportunity

My client, a prestigious and very successful wealth management organisation, are looking to appoint an experienced Client Services Assistant due to organic growth within the business. This is a fantastic opportunity to join a friendly and supportive team within an firm renowned for training, support and career development opportunities.

The successful candidate will play a key role in providing on-going service to existing & prospective clients - dealing with enquiries, making proactive calls to clients to arrange review meetings, administering pension transfers.

Please note that previous experience in the regulated Financial Services market is a MUST in order for your application to be considered. Ideally, applicants would have made progress towards qualifications through the Chartered Insurance Institute (CF1, CF2 and RO5 in particular), but experience will be taken into consideration if you do not meet the qualifications criteria.
If you are interested to find out more, please do not hesitate to contact Antonia Mihaylova at Search Financial Services directly in Liverpool on 229 5525 or antonia.mihaylova@search.co.uk. All calls and correspondence will be treated in the strictest confidence.

If this role isn't for you, Search Financial Services offer voucher incentive for recommendations/referrals … Ask for details!!!

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.