In this Client Relationship Executive job in Swindon, you will be working closely with a Financial Advisor to provide effective administration support and client relationship management
You will act as the main point of contact for clients and be their ‘go-to’ person. As such, you will need to establish and build strong long-term relationships. As part of the client relationship management, you will answer incoming queries, arrange meetings with the Financial Advisor and organise follow-up actions
In addition, you will undertake administrative duties by keeping the CRM system up to date, preparing documentation ahead of meetings, obtaining valuations, preparing calculations and processing business
This specialist financial advice practice is regarded as an elite business by their peers and has flourished through their long-term relationships with their clients. As Chartered Financial Planners, they provide appropriate, in-depth financial planning solutions. They are looking to recruit a Client Relationship Executive to join their team.
Client Relationship Executive requirements
Client Relationship Executive Benefits
Call us now on 0208 0044 154 or click Apply
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