Wealth Planning Client Services Exec — Path to Paraplanner

mbf.; City Of London; Hybrid; GBP 30,000 - 36,000; Full time

Benefits offered by this job

Bonus

Salary reviews twice yearly

Hybrid working

Private medical insurance

Wellbeing benefits

Career development support

Job summary

Moore Kingston Smith is seeking a Client Services Executive to support two Wealth Planners and manage a high-quality client book. The role offers a hybrid pattern (3 days in office, 2 from home) with a clear pathway to a Paraplanner and adviser level over 12–18 months.

The successful candidate will handle end-to-end admin, prepare meeting packs and valuations, and ensure FCA compliance. A strong service mindset and IT literacy are essential for success.

Qualifications

• Experience in a financial services administration role, ideally within IFA or Wealth Management.
• Strong communication skills and high attention to detail.
• Well organised with the ability to manage multiple tasks and deadlines.
• Comfortable working both independently and as part of a team.
• IT literate, including Microsoft Word and Excel.
• Interest in career development within financial planning.

Responsibilities

• End-to-end processing of new business and ongoing client servicing
• Preparing for adviser and client meetings, including valuations, illustrations and meeting packs
• Acting as a point of contact for clients and liaising with advisers on their behalf
• Maintaining accurate client records and electronic filing systems
• Supporting adviser fee, charge and commission queries
• Ensuring all activity is completed in line with FCA regulations and internal compliance procedures

Skills

Communication

Attention to detail

Organisation

Teamwork

IT literacy

Career development

Tools

Microsoft Word

Microsoft Excel

Job description

Moore Kingston Smith is seeking a Client Services Executive to support two Wealth Planners and manage a high-quality client book. The role offers a hybrid pattern (3 days in office, 2 from home) with a clear pathway to a Paraplanner and adviser level over 12–18 months.

The successful candidate will handle end-to-end admin, prepare meeting packs and valuations, and ensure FCA compliance. A strong service mindset and IT literacy are essential for success.