Job Description
Our client, an accountancy and business advisory services firm is seeking a Client Services Executive to join their team.\n\nAs Client Services Executive, you will be responsible for supporting the team in the administration of private client and corporate financial planning services. You will help the business process new business and service existing clients. This role is an ideal opportunity for someone who is looking to develop their career within a financial planning business.\n\nGiven the importance of this function, you will have relevant experience in regulated financial services, ideally with progress towards CII exams.\n\nYour role will encompass the following:\n\nProcessing of new business and documentation in line with agreed service standards.\nProviding support for adviser/ client appointments - including the putting together of meeting pack and quotations.\nClient Query management\nUpdating systems and producing valuations as needed.\nProviding administration support and dealing with fees queries.\nAnswering calls and co-ordinating meeting and room bookings\nEnsuring an electronic filing system is maintained \n\nAbout you:\n\nYou will have worked in an administration role previously within financial services, preferably within a Wealth Management or Financial Advisors firm.\nYou will ideally have pensions and/or bonds experience.\nNew business processing and client onboarding experience is important for this role.
\nYou will be an expert planner and able to organise and prioritise with ease. \n\nIf you would like to join a fantastic firm who is standout in what they do, we would love to hear from you