Job Description
We are working with the Wealth Planning arm of a top 20 accountancy practice, providing fully independent, holistic financial advice to an established portfolio of high-net-worth private clients.
The business is on a significant growth trajectory, with plans to expand its Wealth Planning team substantially over the coming years. As a result, they are now seeking a Client Services Executive to provide all-round support to two Wealth Planners managing a high-quality client book.
This role would suit either a career administrator or someone looking to develop further. The hiring manager has indicated an ideal initial tenure of 12-18 months, after which there is clear scope to progress into a Paraplanner role with client contact, and long-term development through to adviser level.
Key Responsibilities
- End-to-end processing of new business and ongoing client servicing
- Preparing for adviser and client meetings, including valuations, illustrations and meeting packs
- Acting as a point of contact for clients and liaising with advisers on their behalf
- Maintaining accurate client records and electronic filing systems
- Supporting adviser fee, charge and commission queries
- Ensuring all activity is completed in line with FCA regulations and internal compliance procedures
(Full job specification available upon request)
Moore Kingston Smith - Client S
Candidate Profile
- Experience in a financial services administration role, ideally within IFA or Wealth Management
- Strong communication skills and high attention to detail
- Well organised with the ability to manage multiple tasks and deadlines
- Comfortable working both independently and as part of a team
- IT literate, including Microsoft Word and Excel
- Interest in career development within financial planning
Package & Benefits
- £30,000 - £36,000 base salary
- Bonus
- Bi-Annual salary reviews
- 28 days holiday
- Hybrid working (3 days office / 2 home, with some flexibility)
- Private medical insurance and comprehensive wellbeing benefits
- Strong long-term career development and exam support
A first-class opportunity for an ambitious individual to join a growing business with a clear pathway for long-term career progression.
