Client Executive recruitment

Arena Wealth is looking for a person,  professionally trained in the financial services industry, to take on a part time executive role which will mean taking full responsibility for the financial affairs of a group of our clients. All of the senior people in the firm have accounting qualifications but we are prepared  to consider other areas of professional expertise as the role is a very broad one. The job will involve relationship management, technical skills of a wide variety, some of which will be learned while you are with us and some of which you will have already. The role is akin to a combination of wealth manager and accountant. The client base includes a number of very interesting individuals.

Arena Wealth is a small firm with a very collegiate atmosphere and working environment and you will need to be able to fit into our style and ethos. We think that our clients deserve excellent and unfailing service and you will need to operate along exactly these lines too. We expect the deployment of a lot of effort, tact and common sense among other things. You will also need to be prepared to take part in developing further  business. This means helping us persuade potential clients that we are worthy of their trust, as indeed we are.

Because the role is part time, it might suit a person returning to work after a career break. Hours are flexible and salary is negotiable. There will be a normal executive benefits package of life insurance, medical insurance and  pension. The role may be capable of development into a full time position, depending on growth in the overall business. In due course it may be that further qualifications will need to be obtained, for example in order to be RDR compliant in the provision of investment advice to clients.

Good Excel skills will be a great help.

English is our normal operating language, but we have a very international clientele and so language skills can be useful too.