|Location||Esher, United Kingdom|
|Date Posted||22nd August 2019|
|Salary||£35,000 To £45,000 and benefits|
|Industry||Financial Services, IFA|
|Professional Quals||Diploma in Financial Planning level 4 or close to|
|Work Hours||Full or Part time|
|Hiring Company||Recruitment Connection Ltd|
£35,000 To £45,000 and benefits
Full or Part Time
My client is a long established Chartered IFA practice providing sophisticated, bespoke independent financial advice and related services to private and corporate clients.
This is an important role in the business with responsibility for providing efficient professional support to the company’s Financial Advisers. As an Account Manager you be expected to develop professional relationships with colleagues, clients and product providers alike to ensure the streamlined and smooth running of the service to clients. The majority of your time will be dealing with clients of the business.
Experience within the financial services industry is essential and the skills required are as follows:
- advanced computer skills – experience of Microsoft Word and Excel
- experience of completing research and reports for investment and pension scenarios
- personal drive and enthusiasm to develop knowledge and skills
This is a great opportunity for a dynamic individual looking to progress. They offer a competitive salary and attractive benefits package, with bonus potential, along with study support.