Client Services Executive (IFA Admin)

Moore Kingston Smith; Greater London; On-site; GBP 30,000 - 36,000; Full time

Job summary

Moore Kingston Smith in London is seeking an experienced Client Services Executive to join our Financial Planning team. You will work with advisers and the client support team to ensure accurate documentation, timely implementation of recommendations, and FCA compliance.

You’ll support clients across pensions, investments, protection and platform products, delivering a seamless journey and high-quality service within a growing, values-driven firm.

Qualifications

• Previous IFA administration experience is essential.
• Experience with new business processing and annual review packs.
• Experience with a range of financial products and providers.

Responsibilities

• Act as a primary point of contact for clients, ensuring queries are resolved promptly and professionally.
• Prepare documentation and meeting packs for adviser/client appointments, including quotations and illustrations.
• Process a range of new business applications across pensions, investments, protection and platform-based solutions, taking ownership of the full lifecycle through to completion.
• Maintain accurate client records within back-office systems and produce client valuations, portfolio reviews and investment reports as required.
• Manage policy servicing activities including fund switches, withdrawals, top-ups, premium amendments, beneficiary updates and client account maintenance.
• Obtain information from product providers, platforms and pension schemes, including valuations, illustrations, surrender values and transfer information.
• Prepare and submit pension and investment transfers, liaising with providers and monitoring cases through to completion.
• Implement adviser recommendations, process adviser remuneration instructions, and respond to queries relating to fees, charges and commissions.
• Provide general administrative support to ensure high standards of client service.

Skills

IFA administration

New business processing

Financial products

Microsoft Office

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Moore Kingston Smith in London is seeking an experienced Client Services Executive to join our Financial Planning team. You will work with advisers and the client support team to ensure accurate documentation, timely implementation of recommendations, and FCA compliance.

You’ll support clients across pensions, investments, protection and platform products, delivering a seamless journey and high-quality service within a growing, values-driven firm.