Client Service Executive

Siamo Recruitment a division of Siamo Group; Swindon; Hybrid; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Bonus up to 20%

Professional development

25 days + holidays

Salary reviews

Private medical insurance

Life cover

Referral bonus

Hybrid work

On-site parking

Early finish Fridays

Birthday time off

Job summary

Siamo Recruitment, a division of Siamo Group, is partnering with a leading financial practice in the UK to recruit a driven Client Service Executive. You will bridge the gap between clients and Financial Advisers, delivering accurate, timely information and ensuring high service standards.

You will handle queries, assist with due diligence before paraplanning, and maintain strong client relationships while working in a hybrid role with two days from home post probation.

Qualifications

• Experience in client service or support roles within financial services.
• Experience working with Financial Advisers and Paraplanners.
• Studying towards Level 4 financial planning credentials.
• Knowledge of investments and pensions.
• Strong relationship management with internal and external stakeholders.
• Ability to work autonomously, remotely and in a team.
• Familiar with regulatory and taxation considerations.

Responsibilities

• Assist and manage queries of a technical nature, liaising with Advisers to deliver detailed responses.
• Ensure that all of the relevant due diligence is complete prior to a case being submitted for Paraplanning.
• Ensure client outcomes are at the forefront of every task to maintain high client satisfaction.
• Act as a conduit between the Advisers and the office to redirect queries so Advisers can focus on business opportunities.
• Aid colleagues with technical queries whilst remaining compliant.
• Ensure prospect cases are monitored and updated where necessary.
• Ensure reviews are being completed in line with our client review strategy.

Skills

Client service experience

Adviser/Paraplanner exposure

Relationship management

Autonomy

Remote work capability

Process adherence

Regulatory knowledge

Driving license

Education

Level 4 financial planning credentials

Job description

We here at Siamo Recruitment are working with a leading financial practice making great strides across the UK. Showing continuous growth our client is looking for a driven and client focussed Client Service Executive to bridge the gap for their clients between them and the Financial Advisers.

Within this role as the Client Service Executive, you will touch all areas of the business including relaying financial advice to their customer base.

Our client, a leader in their market is focussed on onboarding a talent looking for accountability, responsibility, investment and with the ability to prioritise customer experience in every step.

Benefits

• Up to a 20% annual bonus scheme (performance based)
• Professional investment plans for relevant courses, exams, and industry training materials
• 25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell)
• Annual salary reviews
• Private medical insurance and life cover available
• Recruitment referrals bonus
• Hybrid working offering 2 days from home post probation
• Early finish Friday's, Christmas shutdowns, summer and winter events and additional time off on your birthday
• Free on-site parking

Responsibilities

• Assist and manage queries which arise that are of a technical nature, liaising with the Advisers where appropriate, to deliver consistent and detailed responses
• Ensure that all of the relevant due diligence is complete prior to a case being submitted for Paraplanning
• Ensure client outcomes are at the forefront of every task to make sure client satisfaction is kept to a high standard
• Act as a conduit between the Advisers and the office to redirect the bulk of queries so that Advisers can focus on business opportunities
• Aid colleagues when technical queries arise, whilst always remaining compliant
• Ensure prospect cases are monitored and update where necessary
• Ensure reviews are being completed in line with our client review strategy

Qualifications

• Prior exposure in the role or likeminded support role
• Exposure working alongside FA’s and Paraplanners
• Required to hold (or studying towards) Level 4 financial planning credentials
• Understanding of investments and pensions
• Ability to confidently manage internal and external relationships
• Ability to work autonomously, remotely and within a team
• Experience in maintaining systems, processes and procedures
• Up-to-date knowledge of regulation, legislation and taxation
• Full UK Driving License and Own Vehicle