Service Client jobs in United Kingdom

Our client is an innovative private wealth management firm at the leading-edge of the financial planning industry. A small and fast-growing firm, they specialise in working with professionals and business owners. They help their clients to visualize their financial future, plan to achieve their lifestyle goals and manage their assets to minimise tax, create, protect, and preserve wealth.

They provide a comprehensive, wealth management service, which is tailored to individual requirements. Amongst many other products and services, these solutions can include lifestyle financial planning and wealth management, investment strategy, tax planning, estate preservation, and specialist pension services.

With a significant client base and over £200 million of funds under management, their long-term working relationships are testament to the service and advice that they provide. As a firm, they believe in serving their clients at the highest professional and ethical standards, and are proud of their 99.9% client-retention rate. As a Chartered Financial Planning Firm, fewer than 5% of firms in the UK have advisors with the high-level qualifications held by those with our client.

Client Relationship Executive

Reporting to The Business Manager

Our client is proud to be an employer that supports employees throughout their journey with them, helping to shape their career.

They are looking for a bright, conscientious individual to join the client relationship & administration team.

As a new member of the team, you will receive training with support from experienced mentors and access to digital tools. The role is extremely varied and will provide lots of opportunities to develop new skills in a friendly firm which has a culture underpinned by continuous learning and improvement.

The core responsibilities of the role are to develop long term relationships with the firms’ clients and to support the financial advisers and paraplanners with client servicing and administrative functions. This includes processing new business and liaising with external providers regarding new and existing clients.

• To maintain strict confidentiality in relation to the work undertaken and ensure that all confidential material is stored according to policies and procedures.
• Promote and support best working practices.
• Deliver training to new employees as defined in the company’s business processes.
• Processing new business including obtaining initial quotations, checking and sending off application forms, monitoring and chasing all outstanding items, and issuing policy documentation on completion.
• Preparing client valuations – gathering details of client holdings and updating database accordingly.
• Carry out research into possible solutions for clients.
• Build and maintain relationships through close communication (both written and verbal) with internal consultants, insurance companies/providers and clients.
• Creating and maintaining clients’ files with records.
• Meet and greet clients.
• Carry out other duties which fall within the broad spirit, scope and purpose of this job description and which are commensurate with the post.
• Maintain appropriate CPD.

• Be computer literate, competent with Word, Excel, Outlook, etc.
• Be an experienced financial services administrator.
• Excellent written and oral communication skills.
• Excellent analytical and numerical skills.
• Excellent time management, organisational and record keeping skills.
• Ability to liaise in a professional and concise manner.
• Comprehensive industry experience/knowledge – pensions, investments and taxation etc.

• Passionate about helping other people.
• Have accuracy and pride in your work.
• Have an interest in financial markets.
• Can work on your own initiative and as part of a team.
• Friendly and approachable.
• Excellent communication skills – both verbal and written.
• Outstanding organisational skills.
• Be a good “team player”.
• Able to manage and prioritise/deadlines.
• Have a methodical, ordered, and structured approach to tasks.

• Certificate in Financial Administration.
• Certificate in Financial Planning.
• Proven client service experience.

HOLIDAY: 28 days holiday including bank holidays plus an additional 3 days over the Christmas period.

SALARY: Circa £30,000.

HOURS OF WORK: Monday – Friday 09:00 to 17:00 - The role will be a hybrid, with home and office working.

• Employer Pension Contribution
• Performance Bonus
• Exam Support
• Death in Service
• Health Cash Plan

1. 1st stage phone/teams
2. 2nd stage face to face with a task to complete

https://www.thegraduaterecruitment.co.uk/vacancy/client-relationship-executive