Financial Services Administrstor

Job Title: Client Services Executive Our client is a boutique Financial Planning and wealth Management firm that provides financial planning and investment management services to a select group of discerning, high-net-worth bespoke families. Package Details: The successful candidate will receive a Salary of up to £35,000 Per Annum Other benefits include: • Flexible working: 3 days office, 2 days WFH • Pension scheme • Employee Benefits: 4x DIS plus income replacement policy 75% of Salary • Bonus scheme • 25 days holiday bank holidays Purpose of the role: As Client Services Executive, your role will be to assist our Founding Partners and Directors by providing full administrative support and maintaining close contact with clients to deliver a professional, compliant, and effective service. Duties and Responsibilities: Your duties will include but not be limited to: • Provide an excellent service to clients, both external and internal, together with third-party providers. • Develop and maintain effective relationships with clients, colleagues and third parties. • Ensure processes are followed; tasks include end-to-end management of account opening, onboarding, and transfer processes, consulting with operations teams where appropriate, processing client payments and account amendments. • Arrange client meetings to support the adviser. • Ensure that financial transactions are completed correctly and files are fully FCA compliant. • Manage and track pipeline activity providing regular updates to both the client and the adviser(s). • Contact and liaise with the relevant product providers/third parties. • Be aware and act upon any compliance, risk, and quality issues. • Provide recommendations/improvement ideas to increase operational efficiencies within the team. • Maintain and build good relationships with the team and wider team. The Ideal Employee: Relevant Skills/Experience: • Ideally, 2 to 5 years of proven experience in the financial services industry. Skills • Strong Ethic of Client Service • Ability to work under pressure and prioritise work • Friendly, open, positive, and polished demeanour. • Naturally can build good relationships with Partners, Clients, and 3rd parties. • Organisation and prioritisation skills. • Has excellent time management skills and experience of successfully achieving deadlines and working without close supervision. • Excellent verbal and written skills with an eye for detail. • Professional approach. • “Can do” attitude, enjoy contributing and willing to go the extra mile. • Confident in using various IT systems, especially MS Word, Adobe Sign and CRM’s. • Excellent time management skills and experience of successfully achieving deadlines and working without close supervision. • Ability to use judgement and reasoning to propose solutions to problems. • Enjoys having fun.

Location: Surrey, GB

Posted Date: 1/22/2025