Client Service Executive

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

Job summary

A leading wealth and financial planning firm is seeking a Client Services Executive in Newcastle for a 12-month hybrid role. This position involves client engagement, supporting financial advice preparation, and collaborating with finance professionals to ensure excellent service. The ideal candidate will have experience in client-focused roles and be proficient in Microsoft Office applications.

Qualifications

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

Responsibilities

• Proactively engage with clients to ensure information is current and compliant.
• Support preparation of financial advice across various domains.
• Schedule and manage annual client reviews.

Skills

Microsoft Word

Microsoft Excel

Client-focused experience

Education

CII qualifications

Job description

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.

At Core-Asset, we're committed to protecting and respecting your privacy.Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

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

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