Fidelius
Wealth Client Executive
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Wealth Client Executive
We’re looking for a Wealth Client Executive to support our Financial Planners and help deliver an excellent experience for their clients.
You’ll build relationships with clients, handle queries and take ownership of the work that keeps their financial plans moving. This includes arranging and preparing for annual reviews, coordinating new business and servicing cases, keeping clients and planners updated, and maintaining accurate records. You’ll work closely with colleagues across the business to make sure clients receive the service they expect.
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What we’re looking for
Experience in a similar client support role within financial services is essential. You’ll be organised, accurate and confident speaking with clients and colleagues, with the ability to manage your own workload and see cases through to completion.
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Experience with iO and financial planning qualifications would be an advantage.
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