Client Service Executive

Core-Asset Consulting; North East; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading wealth and financial planning firm is seeking a Client Service Executive in Newcastle upon Tyne. This role involves client engagement and support for financial advice, offering a hybrid working model. Candidates should be proficient in Microsoft Office and have some relevant experience in financial services.

Qualifications

• Confident user of Microsoft Word (Advanced) and Excel (Intermediate).
• Previous experience in a client-focused role within financial services is highly desirable.
• CII qualifications are beneficial but not essential.

Responsibilities

• Engage proactively with clients to ensure information is current and compliant.
• Support preparation of financial advice across investments, pensions, estate and tax planning.
• Collaborate with Financial Planners to deliver excellent client service.

Skills

Microsoft Word

Microsoft Excel

Client Engagement

Financial Services Experience

Education

CII Qualifications

Job description

Client Service Executive, Newcastle upon Tyne

Location:

Newcastle upon Tyne, United Kingdom

Job Category:

Banking

EU work permit required:

Yes

Job Reference:

16155_1751280645

Job Views:

10

Posted:

30.06.2025

Expiry Date:

14.08.2025

Job Description:

We are recruiting on behalf of a leading wealth and financial planning firm for a Client Services Executive to join their team in Newcastle on a 12-month basis.

This role sits within the Financial Planning department and offers a hybrid working model of 3 days in the office and 2 days at home.

Skills/Experience:

• Confident user of Microsoft Word (Advanced) and Excel (Intermediate).
• Previous experience in a similar client-focused or support role within financial services is highly desirable.
• CII qualifications are beneficial but not essential.

Core Responsibilities:

• Proactively engage with clients to ensure information is current and compliant (MiFID II).
• Support the preparation of financial advice across investments, pensions, estate, and tax planning.
• Schedule and manage annual client reviews, tracking associated actions.
• Collaborate with Financial Planners and Paraplanners to deliver excellent client service.
• Maintain accurate client records and update internal systems.
• Process new business applications and documentation efficiently.
• Provide administrative support to Financial Planners and the wider team.
• Offer cross-office assistance when required.

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16155

To apply for this vacancy, applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal, and the wider financial services sector in Scotland.