Job Description
Client Service Executive – Professional Adviser Services | Leading Wealth Management firm This is a brilliant opportunity for a graduate in the early stages of their career who is looking to build their experience within a highly reputable and established wealth management firm. The Professional Advisor Services team works predominantly with Independent Financial Advisers (IFAs), so this is a fast-paced, relationship-led role where you will need to be organised, confident on the phone, and comfortable managing multiple priorities. There will also be some direct client contact, making up approximately 15% of the role. The role will include: • Providing day-to-day administrative support to IFAs • Acting as a key point of contact for advisers and clients • Handling telephone queries confidently and professionally • Maintaining accurate client information and records • Organising meetings and preparing relevant documentation • Supporting the wider office with general admin. and reception cover when required I am looking for someone capable, resilient, and genuinely happy to roll their sleeves up in a busy team. Ideally, you will have 1–3 years’ relevant experience, although we will consider candidates with at least a year’s experience gained within financial services, (ideally wealth management or an IFA environment) as well as experience using a CRM system. Above all, you will need to be polished, personable, switched-on, and organised, ideally educated to degree level with strong communication skills and the confidence to build relationships with both advisers and clients. A great opportunity for someone looking to develop a long-term career within wealth management and join a respected firm where client service is genuinely at the heart of the business.