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Date Added: Sat 08/02/2025

Client Services Executive

Weybridge, UK
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Company: FAITH RECRUITMENT

Job Type: Permanent, FullTime

Salary: £26,000 - £27,000 per annum

An award winning multi location professional services company based in Weybridge are looking for anadministrator that has experience in financial services and would like to work in a company that will nurture yourtalents and help you strive towards your career goals. You will have the opportunity to follow a quick andprogressive career path and as well as working in a vibrant environment you will receive outstanding benefitssuch as:
· 25 days holiday + Bank rising to 30 days with each year of service,
· Generous pension.
· Income protection,
· Season ticket loan and many more.

Responsibilities:
· Work with the client to provide information for meetings
· Organise meetings and build presentations
· Collate information to provide quotes
· Be the first point of contact for the client and build a strong relationship ensuring communication is timely
· Use inhouse system to record all activity and information for the client portfolio
· Provide support to directors and managers
· Raise invoices and chase payment where needed
· Use Excel spreadsheets to log data

Skills
· Have at least 1 year experience in Financial Services
· RO1 qualifications or similar (desired)
· Have great attention to detail
· A good user of Excel
· Have a good understanding of salary sacrifice and pensions
· Have excellent verbal a written skills.
· Be a natural relationship builder

For more information on this fantastic opportunity please contact Ellie at Faith Recruitment

Apply Now