Client Support Executive

Core-Asset Consulting; London; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A financial planning firm in London seeks a Client Services Executive on a 12-month fixed-term contract. The role involves coordinating workflows, maintaining client communication, and supporting financial planning operations. Candidates should possess strong organisational skills and experience in client services, with a focus on compliance and a client-first mindset.

Qualifications

• Previous experience in a client services or financial planning support role.
• Strong organisational and time management skills.
• Excellent written and verbal communication abilities.

Responsibilities

• Engage proactively with clients on behalf of Financial Planners.
• Assist in preparing financial advice related to investments, pensions, and estate planning.
• Support client reviews and ensure compliance standards are met.

Skills

Client services experience

Organisational skills

Time management skills

Written communication

Verbal communication

Knowledge of financial services administration

Regulatory standards understanding

Client-first mindset

Education

CII qualifications

Job description

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Job Description:

Our client, a financial planning firm in London, is recruiting for a Client Services Executive to join their team on a 12-month fixed-term contract basis.

Working closely with Financial Planners, you’ll coordinate workflows, maintain high standards of client communication, and support the smooth running of investment and financial planning operations.

This is a full-time position with hybrid working.

Skills/Experience:

• Previous experience in a client services or financial planning support role
• Strong organisational and time management skills, with the ability to manage multiple priorities
• Excellent written and verbal communication
• Knowledge of financial services administration; DFM knowledge is a plus
• Understanding of regulatory standards and a client-first mindset
• CII qualifications are advantageous but not essential

Core Responsibilities:

• Proactively engage with clients on behalf of Financial Planners to progress ongoing work
• Assist with the preparation of financial advice related to investments, pensions, and estate planning
• Coordinate and schedule annual client reviews and maintain service continuity
• Support new business applications, ensuring accuracy and timeliness
• Maintain CRM systems and ensure all client records meet compliance standards
• Communicate with internal teams and external providers to deliver seamless client service
• Provide general administrative and project support to the Financial Planning team
• Adhere to all compliance requirements, including AML, MiFID II, and complaints handling

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16126

To apply for this vacancy, applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal, and the wider financial services sector in Scotland.