Client Services Executive

Premier Jobs UK Limited; Bromsgrove; Hybrid; GBP 32,000 - 36,000; Full time

Job summary

Join a leading IFA firm as a Client Services Executive in Bromsgrove, providing client liaison and relationship management support. Your role will include assisting Financial Advisors and maintaining accurate client data, with a strong focus on internal development and professional training. Enjoy a competitive salary, flexibility in working hours, and a comprehensive benefits package.

Benefits

Contributory pension scheme

Discretionary bonus

Option to buy and sell holiday

Additional holiday days for long service

Birthday off

Health and wellbeing resources

Shopping discounts

Qualifications

• Experience in financial services support role required.
• Knowledge of financial products such as pensions and investments.
• Comfortable using Microsoft Office.

Responsibilities

• Act as the first point of contact for client queries.
• Work closely with Financial Advisors to manage tasks.
• Prepare client documents and submit new business cases.

Skills

Client liaison

Relationship management

Administration support

Communication

Microsoft Office

Education

GCSEs in English and Maths at grade C / 5 or above

Tools

Industry related software

Job description

This Client Services Executive job in Bromsgrove provides opportunity to join a well established IFA firm and focus on providing excellent client liaison and relationship management support

You will be assisting their Financial Advisors with administrative and technical support, ensuring clients receive the right outcomes and great service. Your responsibilities will include:

• Client liaison – acting as the first point of contact for client queries
• Relationship management – working closely with the Financial Advisors to identify upcoming and outstanding tasks and see them through to completion, keeping the client and IFA informed throughout
• Liaising with providers – chasing outstanding client requests
• Administration support – provide technical and administrative support, such as preparing client documents, liaising with the Paraplanners and submitting new business cases
• Maintaining accurate client data – keeping the systems up to date at all times

Our client are big advocates for internal development and progression and will support you with access to training and ways to develop, including paying for your professional qualifications.

Client Services Executive Requirements

• You should have experience within a similar financial services support role with good knowledge of platforms
• You should have experience with some platforms and financial products such as pensions, investments and pensions
• You should be comfortable using Microsoft Office and industry related software
• You should have GCSEs in English and Maths at grade C / 5 or above

Client Services Executive Benefits

• Salary of £32,000 - £36,000
• 3 days office based in Bromsgrove and 2 days from home
• Varied working times available of 8am – 4pm, 9am – 5pm or 10am – 6pm to suit your schedule
• Plus comprehensive benefits including, contributory pension scheme, DIS, discretionary bonus after full year’s service, option to buy and sell holiday, plus birthday off and additional holiday days for long service, Christmas and summer parties, health and wellbeing resources, shopping discounts
• The business is committed to professional development for their team and will be open to facilitating your career plans

Locations

Bromsgrove

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