Overview
Recruit UK are working with a longstanding and highly successful investment management firm, who are pioneers in the ethical investments and developing unique propositions to align with each client’s values and goals.
As they continue to grow, they are looking for a passionate investment professional to join the team. You will work closely alongside the Investment Manager and be the first point of contact for clients. There is endless opportunities for personal growth and career development in this role, whether you want to stay in the back office side of investments, or eventually become an adviser yourself!
Duties will include but not limited to:
- Liaise with clients and maintain ongoing relationships
- Manage the full administration process
- Understand client suitability requirements and support the IM
- Adhere to compliance regulations
- Support with the junior administrators
Benefits:
· Competitive salary of up to £33,000
· Hybrid working
· Excellent training and development
· 10% pension contribution
· 25 days holiday, rising to 30. +/- 5 days
· Clear progression routes
· Support with professional qualifications
· Bonus/commission scheme
· Attractive benefits package including private medical
Skills and experience required:
· Experience working in a similar position within Investment Management / Wealth Management (essential)
· Strong communication and client facing experience
· Any managerial experience is a plus.
Job Title: Client Service Executive
Industry: Investment Management
Location: Glasgow
Salary: £27,000 – £33,000
Job Reference: 8974
This job was originally posted as: https://thecareerwallet.com/stats/track/MTUyNjc4NDUwNi18LTE0NS18LTcw