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Client Services Executive - Investment Management Group - Southampton, Hampshire, United Kingdom, SO14


Due to unprecedented growth of this discretionary investment management company, that provides investment management services and financial planning solutions to private clients, with 4 offices in the UK, are looking to expand our Client Services team.

The role will report to the Head of Client Services and Dealing. It is a critical post that can provide the successful candidate with a fulfilling career that enables them to develop in a variety of ways whether that be improving their technical knowledge, helping to shape the operating model in a growing company or develop skills to become a financial adviser.

The role includes dealing directly with clients and advisers, whether that be resolving client queries, helping advisers prepare for client meetings and implementing the outcomes of those meetings as well as a variety of project work.

The Person
The successful candidate will be a delivery orientated and well organized individual, with experience from within a financial planning / wealth or investment manager

The following will also be advantageous

ü Experience of investment products ISAs, Pensions, Bonds,Equities is essential
ü A mathematical disposition evidenced through either exam passes, strong IT knowledge or experience
ü Be a good team player
ü Experience of delivering process improvement
ü A self-starter

Generous holiday allowance and benefits (pension, Income protection and death in service).

Relevant exam support after the successful completion of a probationary period.