Client Relationship Manager / Junior Paraplanner- Leicester

recruitukltd Salary: £25,000 - £30,000

Recruit UK are working with a Leicester based chartered financial planning organisation who pride themselves on having built their business and reputation on their core values of honesty and integrity. Excellent customer service is very much at the core of how the business operates and key to their ongoing success. It is with this in mind that they are looking for another Client Relationship Manager to join their team.

 

This position is ideally suited to an ambitious financial services professional who is currently working as an IFA administrator or Paraplanner, some who wants to build a career in financial planning with a view to giving advice having established themselves in the organisation. You would have a strong belief in the importance of excellent customer service. In this position you will be working closely with the Financial advisers and Paraplanning teams to maintain the highest levels of service for their valued customers.

 

The ideal candidate will be;

 

  • Working towards the diploma in financial planning
  • Ambitions to be become a Financial Adviser
  • A full understanding of the financial planning process
  • A minimum of two years’ experience in financial services
  • An outgoing personality with exceptional people skills

 

For more information on this role, please contact Russell Davies at Recruit UK on 01179-170418, quote reference 11800

 

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