Wealth Client Executive

Location

Bath, Somerset | United Kingdom

Job description

Job Title: Wealth Client Executive

Location:  Bath

Salary:  Up to £36,000

Job Reference: 7847

Do you have experience in a client-facing role?

Are you seeking a new challenge?

Recruit UK is working on an opportunity for a Wealth Client Administrator to join one of the UK’s leading wealth management firms in Bath. You would be assisting the client service team with administrative tasks to ensure effective and efficient operations of the team and wider business.

The firm can offer a family-feel environment and a generous employee benefits package that includes progression opportunities and support with qualifications.

Day to day:

• Engage with clients
• Take incoming calls
• Manage client queries
• Record annual review dates on back-office systems
• Plan, book and prepare for annual review meetings

Benefits:

• Competitive salary Up to £36,000
• 12-month fixed-term contract with the potential to be employed on a perm basis
• 25 days holiday + bank holidays, with an additional 1 day holiday of each year of service up to 28 days + buy and sell holiday scheme
• Private Medical Insurance
• Well-being spaces in the office, welcoming and relaxing working culture with a focus on well-being
• Discretionary bonus
• Progression structure & exam support
• Hybrid working with up to 3 days at home
• Death in service

Skills and experience required:

• Experience in a client-facing role
• Exposure to Investment Wrap Platforms

If the above interests you, please reach out and quote the ref no. #8154 and one of our consultants will be in touch!

Job tags

Salary

£36k per annum