Job Details

Full Time

Recruitment Consultant

Jordan Robson

Client Relations Executive

Looking for the next, big step in your career? Fancy a change and want something a little bit different to your everyday job? Interested in working for a corporate business that is rapidly growing from continued success? Then look no further…


My client are a multi-award winning, innovative company based in Newcastle Upon Tyne. In this role, you will be the first point of contact and will be responsible for providing excellent customer service for the company’s clients by going above and beyond the set expectations.


This is an exciting role where no two days are the same and it also comes with a lot of career development and progression, no experience in wealth management is needed, but ideally a customer service background would be advantageous in your application.


The Role:
  • Liaising with clients and financial professionals to manage a portfolio of assets.

  • Inbound support via phone, video chat and email.

  • Coordinating appointments for clients who require assistance with their portfolio.

  • Working closely with in-house teams.

  • Communicating between different departments in the office.


The Package:
  • £22,672 Salary

  • Full Training Provided

  • Rotational shift pattern, hybrid model. 2 days in office, 3 days WFH.

  • Permanent

  • Full-Time

  • Holidays + Statutory Holidays

  • Company Pension Scheme

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