Client Services Senior Executive - Bedford

Craven Street Wealth; Sandy; On-site; GBP 32,000 - 48,000; Full time

Benefits offered by this job

26 days leave

Medical cashback plan

Death in service cover

Job summary

Craven Street Wealth in Bedford is seeking a highly motivated Client Services Senior Executive to join the growing Client Services team. You will support financial planners and colleagues to administer new and existing client business, ensuring accurate records and compliant processes.

The role offers full-time permanent employment with some flexibility in working patterns. You will train junior staff, help drive improvements, and maintain strong client relationships to deliver excellent service.

Qualifications

• Four years' experience in a similar role within financial services preferred.
• A-levels or equivalent including Maths and English GCSE grade B/5 or above.

Responsibilities

• Provide administration support for new and existing client business.
• Build and maintain strong client relationships and respond to queries.
• Organise client meetings for financial planners and maintain client records on Intelliflo.
• Collaborate with internal teams to ensure client satisfaction.
• Mentor or support junior team members and help drive process improvements.

Skills

Microsoft Office

Intelliflo

Defined processes

Independent work

Teamwork

Attention to detail

Verbal & written communication

Client relationship management

Education

A-levels with Maths & English GCSEs B/5+

Tools

Intelliflo

Job description

*This position is based in our Bedford office*

About us:

Craven Street Wealth are award winning Independent Chartered Financial Planners and Wealth Managers with offices across London and the South.

The highest quality financial advice is provided to individuals, families, and businesses. This often involves working alongside other professionals to assist clients in making confident well-informed decisions to achieve their personal, financial business goals.

We recognise like our clients, every colleague has unique skills and experience. Our 100 strong team in a variety of roles, work together remotely and from regional offices in Bedfordshire, Dorset, Kent, London, Oxfordshire and Sussex.

Core principles based on developing a high level of expertise, using this to create tailored solutions and striving to innovate guides how we work to collectively deliver the very best client service.

Our hardworking and ambitious team are proud of their accreditations earned and industry recognition, also holding a genuine interest in wider social and environmental issues which is reflected in always operating ethically and responsibly.

Role Profile:

A highly motivated Client Services Senior Executive to join our growing Client Services team. They will be working in collaboration with financial planners and other colleagues to provide administration support in processing new and existing business for our clients, whilst supporting the Client Services Manager with additional duties.

This is a full-time, permanent role. However, if you require some flexibility, we are open to having a chat about different working patterns.

Key Responsibilities:

Client Administration

• Building and maintain strong client relationships.
• Understanding client needs to provide appropriate administration support.
• Handle client queries, resolving issues and escalating complex matters as appropriate.
• Organise client meetings for financial planners.
• Write templated letters to clients acting on advice, written instructions from client meetings or ad-hoc requests.
• Create and maintain accurate client records on Intelliflo in line with company procedures and policies.
• Liaise with Product providers and other third parties where appropriate.

Collaboration with Stakeholders

• Collaborating with other internal teams to ensure client satisfaction is met.
• Participating in team meetings and support other team members where appropriate.

Additional Senior Responsibilities

• Train & support junior members
• Able to exceed OKR's
• Contribute to project work and drive continuous improvements
• Consistent positive feedback from FP's is an expectation
• Mentor or oversee junior team members
• Trial new software, processes, or ways of working
• Help improve internal processes or elevate client service standards
• Idea generation - proactively identify client needs and growth opportunities

Skills and Experience:

Experience/Qualifications

• Ideally educated to at least A Level or equivalent standard. To include Maths and English GCSE grade B or Grade 5 or above
• Four years' experience in a similar role within financial services preferred.

Skills and Knowledge:

• Proficiency in Microsoft Office Suite
• Experience in Intelliflo preferred
• Able to work within a defined business process.
• Ability to achieve agreed outcomes without supervision.
• Ability to work independently or in a team.
• Detailed and accurate.
• Organisational, prioritisation and time management skills.
• Excellent verbal and written communication skills.
• Medical cashback plan
• Death in service cover
• 26 days leave - in addition to bank holidays and more voluntary benefits.