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Client Liaison Executive

Posted on Jul 12, 2019 by CV-Library

Exeter, Devon, United Kingdom
Immediate Start
£22k - £25k Annual
Client Liaison Executive - £22K - £25K

Do you have experience working in Financial Services preferably within IFA environment? This a fantastic opportunity to work for an award winning, highly attractive organisation and to join a respected client liaison team. A key part of the relationship management team, the role of Client Liaison is to work closely with the both the financial planners and business support to provide excellent service and care for the clients.

If you have excellent relationship building skills, you are highly organised, perhaps working within a technical administrator role, and have an excellent command of the English language both orally and written this may the opportunity for you?

For a full Job description call Mags on (phone number removed)/ (phone number removed)


Educated to GCSE level min with grades A - C to include English and Maths

Computer Literate with working knowledge of MS Office

Efficient, methodical and organised

A keen attention to detail

Able to work under pressure and prioritise work loads to meet client expectationsDesirable:

Ideally educated to A/ AS level (or equivalent)

Certificate in Financial Services

Experience of using Intelligent Office or similarBenefits:

Aside from a fantastic working environment and competitive salary there is an excellent benefits package too:

Contributory pension

Permanent Health Insurance

Cycle to work scheme.

Eye care Vouchers

Life Assurance

25 days holidaysCall Mags to find out more (phone number removed)/ (phone number removed)

Meridian Business Support is acting on behalf of our Client as a Recruitment Agency

Reference: 210402424

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