Client Services Executive, Wealth Management

London | 08:00–16:30 | 1 day WFH after probation £31,000–£33,000 (DOE) + excellent benefits Are you an early-career financial services professional looking to step into a highly respected, fast-paced environment where your work genuinely matters? We’re partnering with a leading, independent wealth and investment management business to find a Client Services Executive to join their high-performing Professional Adviser Services team. This is a brilliant opportunity for someone with 1–3 years’ experience (ideally within an IFA or wealth management setting) who is ready to build deep technical knowledge while supporting a sophisticated client base. The Opportunity This is not a purely administrative role. You’ll sit at the heart of the business, working closely with front-office teams and acting as a key support to IFAs and intermediaries. You’ll play a vital role in ensuring seamless service delivery, accurate client administration, and proactive communication across a wide range of client activities. The environment is fast-moving, collaborative and detail-driven - perfect for someone who enjoys being busy, takes pride in accuracy, and thrives under pressure. Key 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 About You 1–3 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) Why Apply? Join a highly regarded investment management environment with a strong reputation for service excellence Gain exposure to both portfolio management and financial advisory operations Develop your technical knowledge and build a long-term career in wealth management Be part of a supportive, collaborative team that values accountability and growth If you’re looking for a role where you can learn, grow, and make an impact from day one, this is an outstanding opportunity to take your next step in financial services.