Client Service Executive

Job Description:

Our client, a reputable financial services firm, is recruiting for a Client Service Executive in Financial Planning to join on an initial 12-month fixed term contract basis in Glasgow.

• Understanding and knowledge of client and Investment Managers' expectations.


• Excellent communication skills.


• High standard of accuracy and attention to detail.


• Able to apply compliance knowledge.


• Time management.


• Ability to work with multiple Financial Planners and set and review priorities.


• Ability to organise self and others.


• Competent using Microsoft Office packages, Word (Advanced) and Excel (Intermediate) and other RFP packages.


• A good understanding of Financial Services administration practices.
  
  DFM knowledge would be beneficial for not essential.


• Minimum of 12 months in similar role where the above skills where in evidence and used frequently.


• CII exams beneficial but not essential.

• Assist with the preparation of outstanding financial advice on investments, pension planning, inheritance tax and estate planning, in an efficient manner.


• To remind FPs and schedule Annual Reviews as they fall due.


• To coordinate work with FPs, PPs and others in the delivery of service to clients.


• Effective management of workloads.


• Provision of administrative support to Financial Planners.


• Maintain client records and internal CRM systems in accordance with the firm's procedures.


• Follow all regulatory requirements including internal procedures and training for AML, complaints and MiFID II.


• Process new business applications and supporting documentation accurately ensuring feedback is given to clients, Investment Managers and FPs plus timescales are met.


• Support relationships with IMs, Clients, external providers and all other stakeholders.


• Keep up with and participate in regular Model Office team communications and meetings and complete your actions in a timely manner.


• Provide support, guidance and training to other team members.


• Keep up to date with and follow changes in procedures.


• Other duties as directed by the department/line manager.


• Provide similar support to other offices or teams when cover is required as decided by line managers.

• A highly competitive salary


• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 15779

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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