Client Services Executive, Wealth Management

Ise Recruitment; Greater London; Hybrid; GBP 26,000 - 32,000; Full time

Job summary

Ise Recruitment is partnering with a leading wealth and investment management business to recruit a Client Services Executive in London. You’ll support IFAs and intermediaries, help with onboarding, and manage client communications in a fast-paced environment.

With 1–3 years in financial services, you’ll join a collaborative team and advance your technical knowledge while delivering precise client service. The role offers a 1 day WFH option after probation and hybrid working.

Qualifications

• 1–3 years’ experience in financial services (IFA or wealth management desirable).
• Confident communicator who builds relationships over the phone.
• Highly organised with strong attention to detail and time management.
• Thrives in a fast-paced, high-volume environment.
• Hands-on and proactive across multiple functions when needed.
• CRM systems experience (XPLAN advantageous).

Responsibilities

• Act as a key contact for IFAs and intermediaries via phone and email.
• Support client onboarding including KYC and regulatory docs.
• Prepare client meeting packs, valuations, and reports.
• Process client instructions including payments and portfolio activity.
• Maintain accurate, compliant client records and docs.
• Liaise with Operations, Compliance, and Data Assurance.
• Assist with office coordination, reception, and meeting room duties.

Skills

Client relationship management

Communication

Attention to detail

Time management

CRM experience

Tools

XPLAN

Job description

London | :–: | 1 day WFH after probation
Are you an early-career financial services professional looking to step into a highly respected, fast-paced environment where your work genuinely matters?
We’re partnering with a leading, independent wealth and investment management business to find a Client Services Executive to join their high-performing Professional Adviser Services team. This is a brilliant opportunity for someone with 1–3 years’ experience (ideally within an IFA or wealth management setting) who is ready to build deep technical knowledge while supporting a sophisticated client base.

The Opportunity

This is not a purely administrative role. You’ll sit at the heart of the business, working closely with front-office teams and acting as a key support to IFAs and intermediaries. You’ll play a vital role in ensuring seamless service delivery, accurate client administration, and proactive communication across a wide range of client activities. The environment is fast-moving, collaborative and detail-driven - perfect for someone who enjoys being busy, takes pride in accuracy, and thrives under pressure.

Key Responsibilities

• Acting as a key point of contact for IFAs and intermediaries, managing queries via phone and email
• Supporting client onboarding processes including KYC and regulatory documentation
• Preparing client meeting packs, valuations, and reporting materials
• Processing client instructions including payments and portfolio-related activity
• Maintaining accurate and compliant client records and documentation
• Liaising with internal teams including Operations, Compliance, and Data Assurance
• Supporting wider office coordination, including occasional reception and meeting room management

About You

• 1–3 years’ experience within financial services (IFA or wealth management highly desirable)
• Confident communicator who enjoys building relationships over the phone
• Highly organised with strong attention to detail and time management skills
• Comfortable working in a fast-paced, high-volume environment
• Hands-on, proactive, and willing to support across multiple functions when needed
• Experience using CRM systems (Xplan advantageous)

Why Apply?

• Join a highly regarded investment management environment with a strong reputation for service excellence
• Gain exposure to both portfolio management and financial advisory operations
• Develop your technical knowledge and build a long-term career in wealth management
• Be part of a supportive, collaborative team that values accountability and growth

If you’re looking for a role where you can learn, grow, and make an impact from day one, this is an outstanding opportunity to take your next step in financial services.

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