Financial Planning Administrator

Company : Confidential

Job Type : Full Time

Newcastle Upon Tyne, Tyne And Wear

Number of Applicants

000+

Let AI Supercharge Your Job Hunt!

JobCopilot scans 500,000+ company career sites daily to find jobs for you

Never miss an opportunity Save hours by auto-filling applications forms Land more interviews with tailored applications

Activate JobCopilot

Job Description - Financial Planning Administrator

Meraki Talent is partnered with a leading Investment Management firm who are looking to appoint an experienced Client Service Executive. This is a 12month fixed term appointment, based in Newcastle and offers an excellent salary and benefits package.

The purpose of the Client Service Executive is to be the main point of contact for client enquiries and work directly with the Financial Planning team to deliver excellent service.

Duties

End-to-end management of client life cycle processes
Developing and maintaining relationships with clients and business stakeholders.
Understand client requirements and support the investment teams with documents such as financial questionnaires.

Suitable candidates must have:

Experience working in a financial services environment for example client services or investment operations
Excellent communication skills
The ability to manage one's own workload
An ambitious and growth mindset

Apply Now

Is this a job for you?

Jennifer wants: Financial services, Client Services, Investment Management, Investment Operations

'By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use information we collect about you.”

Please see our website page headed ‘Privacy Notice’ for an explanation about how we use the information we collect about you

Original job Financial Planning Administrator posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

Auto-Apply to Similar Jobs

Share Job

Get your Resume Reviewed for Free

Automate Job Applications for Similar Jobs

Auto-Apply to Financial Planning Administrator Jobs with your AI JobCopilot

Auto-Apply with AI

Similar Financial Planning Administrator Jobs in the UK

Get your Resume Reviewed for Free

Email address

Why are you reporting this job?

I think it’s a discriminatory or offensive

I think it’s fraudulent or a scam

I think it’s trying to sell something unrelated to the job / it’s asking for money

I think it contains incorrect or broken information

Other

All Job Ads are subject to GrabJobs’s Terms of Service. We allow users to flag postings that may be in violation of those terms. Job Ads may also be flagged by GrabJobs moderation team. However, no moderation system is perfect, and flagging a posting does not ensure that it will be removed.

Setup your job alert:

Frequency

By activating job alerts, I agree to GrabJobs Terms & Privacy Policy. I can unsubscribe to job alerts anytime. Skip

Financial Planning Administrator

Job Description - Financial Planning Administrator

Similar Financial Planning Administrator Jobs in the UK

Mobile Apps