Senior Client Services Executive, Financial Planning

Novia Financial plc; England; On-site; GBP 32,000 - 44,000; Full time

Benefits offered by this job

5% pension contribution

Medical cashback plan

26 days leave

Occupational sick pay

Death in service cover

Group income protection

Job summary

Craven Street Wealth is seeking a Client Services Senior Executive to join our growing Client Services team. You will work with financial planners to process new and existing client business, delivering accurate administration and excellent client service.

This full-time permanent role offers flexibility in working patterns and requires ability to train junior staff and contribute to continuous improvement projects within a collaborative environment.

Qualifications

• GCSE Maths and English at grade B or 5 or above.
• A Level or equivalent preferred.

Responsibilities

• Client administration: build and maintain client relationships and provide administration support.
• Collaborate with financial planners and other teams to ensure client satisfaction and handle queries.
• Support Client Services Manager with duties; train and mentor junior members; support process improvements.

Job description

Craven Street Wealth is seeking a Client Services Senior Executive to join our growing Client Services team. You will work with financial planners to process new and existing client business, delivering accurate administration and excellent client service.

This full-time permanent role offers flexibility in working patterns and requires ability to train junior staff and contribute to continuous improvement projects within a collaborative environment.