Client Service Executive

Job Title: Client Service ExecutiveIndustry: Financial PlanningLocation: GatwickSalary: up to £35,000 Job Reference: 10380Job Description:Recruit UK are working on a Client Service Executive role for a Financial Planning firm in Gatwick. Our client is a long standing and highly successful financial planning firm, who specialise in Wealth Planning with clients across the UK. This opportunity is working in their Gatwick office, working alongside a team of CSE''s to support the Financial Advisers and Paraplanners. You will have ample opportunity to progress your career, with lots of progression and development opportunities. Duties: Liaise with clients to arrange meetings, update information, answer queries and morePrepare meeting packs and annual review packsEnsure new business is added to the system Manage documents with confidentiality and in a timely manner General administration dutiesBenefits:Competitive salary of up to £35000Hybrid working Progression and development Discretionary bonus Annual salary reviews Hybrid working Private medicalIncome protection 25 days holiday 4x death in service Skills and experience required:Experience working in Financial Planning industry Good administration skills, with the duties listed above Strong understanding of UK products and regulations About Recruit UK:As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a ..... full job details .....