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- Tasks: Support Financial Planners by coordinating workflows and maintaining client communication.
- Company: Join a leading financial planning firm in London with a commitment to diversity and inclusion.
- Benefits: Enjoy hybrid working options and a supportive team environment.
- Why this job: Gain valuable experience in financial services while making a real impact on clients' lives.
- Qualifications: Previous client services experience and strong organisational skills are essential.
- Other info: This is a 12-month fixed-term contract with opportunities for growth.
The predicted salary is between 28800 - 43200 £ per year.
Social network you want to login/join with: Job Description: Our client, a financial planning firm in London, is recruiting for a Client Services Executive to join their team on a 12-month fixed-term contract basis . Working closely with Financial Planners, you’ll coordinate workflows, maintain high standards of client communication, and support the smooth running of investment and financial planning operations. This is a full-time position with hybrid working . Skills/Experience: Previous experience in a client services or financial planning support role Strong organisational and time management skills, with the ability to manage multiple priorities Excellent written and verbal communication Knowledge of financial services administration; DFM knowledge is a plus Understanding of regulatory standards and a client-first mindset CII qualifications are advantageous but not essential Core Responsibilities: Proactively engage with clients on behalf of Financial Planners to progress ongoing work Assist with the preparation of financial advice related to investments, pensions, and estate planning Coordinate and schedule annual client reviews and maintain service continuity Support new business applications, ensuring accuracy and timeliness Maintain CRM systems and ensure all client records meet compliance standards Communicate with internal teams and external providers to deliver seamless client service Provide general administrative and project support to the Financial Planning team Adhere to all compliance requirements, including AML, MiFID II, and complaints handling Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy. Job reference: 16126 To apply for this vacancy, applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006. At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes. By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy. Core-Asset Consulting is committed to protecting the privacy of our candidates, clients, and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement . Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal, and the wider financial services sector in Scotland. #J-18808-Ljbffr
Client Support Executive employer: Core-Asset Consulting
Contact Detail:
Core-Asset Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Executive
✨Tip Number 1
Familiarise yourself with the financial services industry, especially focusing on investment and financial planning. Understanding key concepts and terminology will help you engage more effectively during interviews and demonstrate your knowledge.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with people who can provide insights into the role and potentially refer you to opportunities.
✨Tip Number 3
Brush up on your organisational and time management skills. Consider using tools or apps that can help you manage multiple tasks efficiently, as these skills are crucial for the Client Support Executive role.
✨Tip Number 4
Prepare to discuss your client-first mindset in interviews. Think of examples from your past experiences where you went above and beyond for clients, as this will resonate well with the hiring team.
We think you need these skills to ace Client Support Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client services or financial planning support. Emphasise your organisational skills and ability to manage multiple priorities, as these are key for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the financial services sector and your client-first mindset. Mention any specific experiences that demonstrate your communication skills and compliance knowledge.
Highlight Relevant Skills: In your application, clearly outline your written and verbal communication skills, as well as any knowledge of regulatory standards. If you have CII qualifications, be sure to mention them, even if they are not essential.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in a client support role.
How to prepare for a job interview at Core-Asset Consulting
✨Showcase Your Client Communication Skills
As a Client Support Executive, strong communication is key. Be prepared to discuss specific examples of how you've effectively engaged with clients in the past, highlighting your ability to maintain high standards of client communication.
✨Demonstrate Organisational Skills
This role requires managing multiple priorities. During the interview, share instances where you successfully coordinated workflows or managed time-sensitive tasks, showcasing your organisational prowess.
✨Familiarise Yourself with Financial Services
Having knowledge of financial services administration is crucial. Brush up on relevant regulations and industry standards, and be ready to discuss how your experience aligns with the requirements of the role.
✨Prepare for Compliance Questions
Understanding compliance is essential in this position. Anticipate questions related to AML, MiFID II, and other regulatory standards, and be prepared to explain how you have adhered to these in previous roles.
