Wealth Management Client Services Specialist

ISE Partners; England; On-site; GBP 28,000 - 45,000; Full time

Job summary

ISE Partners is looking for an accomplished Client Services Executive to join its Professional Adviser Services team. You will sit at the heart of the business, supporting IFAs and intermediaries with accurate client administration and proactive communication across a wide range of activities.

With roughly 10 years’ experience in financial services (IFA or wealth management preferred), you will be a confident communicator, highly organized and comfortable in a fast-paced, high-volume

Qualifications

• 10 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)

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

Skills

Client relationship management

Communication skills

Organizational skills

Time management

CRM experience

Tools

XPLAN

Job description

ISE Partners is looking for an accomplished Client Services Executive to join its Professional Adviser Services team. You will sit at the heart of the business, supporting IFAs and intermediaries with accurate client administration and proactive communication across a wide range of activities.

With roughly 10 years’ experience in financial services (IFA or wealth management preferred), you will be a confident communicator, highly organized and comfortable in a fast-paced, high-volume