- Unique opportunity in the financial planning arena
- Join the market leader that continues to expand
- Work in a great team
Are you looking for a new opportunity within Financial Services?
As an Account Executive you will help provide software solutions to financial planning practices. This is an opportunity to move into a specialist role within financial services.
Using your previous knowledge and experience of financial planning processes and strategies, you will assist financial planning practices in problem solving and the delivery of service to marry technology solutions.
Your knowledge and experience may well have been acquired from working previously in paraplanning, operations, advising or for a technology provider.
As well as taking advantage of this unique role, you will work within a growing and dedicated team, offered a competitive salary, initial and ongoing training as well as fantastic career prospects.
The ideal candidate will have:
- Advanced financial planning software knowledge, in particular a working knowledge of Xplan
- Financial planning experience
- The ability to meet deadlines on multiple projects
- Ability to work autonomously but still integrate well with the team
- Outstanding communication skills
- A strong client service ethos
For a confidential discussion call Dene Ramsden 02 8916 5544 or Apply Now.