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- Tasks: Support Founding Partners and Directors with client services and administrative tasks.
- Company: Join a boutique Financial Planning and Wealth Management firm focused on high-net-worth families.
- Benefits: Enjoy flexible working, a competitive salary, pension scheme, and 25 days holiday.
- Why this job: Be part of a professional team that values client relationships and operational efficiency.
- Qualifications: 2-5 years in financial services, strong client service ethic, and excellent communication skills.
- Other info: A positive attitude and fun-loving spirit are essential for this role.
The predicted salary is between 21000 - 35000 £ per year.
Job Title: Client Services Executive
Our client is a boutique Financial Planning and wealth Management firm that provides financial planning and investment management services to a select group of discerning, high-net-worth bespoke families.
Package Details:
The successful candidate will receive a Salary of up to £35,000 Per Annum
Other benefits include:
• Flexible working: 3 days office, 2 days WFH
• Pension scheme
• Employee Benefits: 4x DIS plus income replacement policy 75% of Salary
• Bonus scheme
• 25 days holiday + bank holidays
Purpose of the role:
As Client Services Executive, your role will be to assist our Founding Partners and Directors by providing full administrative support and maintaining close contact with clients to deliver a professional, compliant, and effective service.
Duties and Responsibilities:
Your duties will include but not be limited to:
• Provide an excellent service to clients, both external and internal, together with third-party providers.
• Develop and maintain effective relationships with clients, colleagues and third parties.
• Ensure processes are followed; tasks include end-to-end management of account opening, onboarding, and transfer processes, consulting with operations teams where appropriate, processing client payments and account amendments.
• Arrange client meetings to support the adviser.
• Ensure that financial transactions are completed correctly and files are fully FCA compliant.
• Manage and track pipeline activity providing regular updates to both the client and the adviser(s).
• Contact and liaise with the relevant product providers/third parties.
• Be aware and act upon any compliance, risk, and quality issues.
• Provide recommendations/improvement ideas to increase operational efficiencies within the team.
• Maintain and build good relationships with the team and wider team.
The Ideal Employee:
Relevant Skills/Experience:
• Ideally, 2 to 5 years of proven experience in the financial services industry.
Skills
• Strong Ethic of Client Service
• Ability to work under pressure and prioritise work
• Friendly, open, positive, and polished demeanour.
• Naturally can build good relationships with Partners, Clients, and 3rd parties.
• Organisation and prioritisation skills.
• Has excellent time management skills and experience of successfully achieving deadlines and working without close supervision.
• Excellent verbal and written skills with an eye for detail.
• Professional approach.
• “Can do” attitude, enjoy contributing and willing to go the extra mile.
• Confident in using various IT systems, especially MS Word, Adobe Sign and CRM’s.
• Excellent time management skills and experience of successfully achieving deadlines and working without close supervision.
• Ability to use judgement and reasoning to propose solutions to problems.
• Enjoys having fun.
Financial Services Administrator employer: Antony George Recruitment
Contact Detail:
Antony George Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Make sure to highlight your experience in the financial services industry, especially if you have worked in client-facing roles. This will show that you understand the nuances of providing excellent service to high-net-worth clients.
✨Tip Number 2
Demonstrate your ability to build relationships by preparing examples of how you've successfully managed client interactions in the past. This could be through maintaining communication or resolving issues effectively.
✨Tip Number 3
Familiarize yourself with compliance and regulatory requirements in the financial sector. Being knowledgeable about FCA compliance will set you apart as a candidate who can ensure that processes are followed correctly.
✨Tip Number 4
Showcase your organizational skills by discussing specific tools or methods you use to manage your workload and prioritize tasks. This is crucial for a role that requires juggling multiple responsibilities efficiently.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the financial services industry. Emphasize your client service skills and any specific achievements that demonstrate your ability to manage relationships effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention how your background aligns with the responsibilities of a Client Services Executive and your commitment to providing excellent service.
Highlight Relevant Skills: In your application, clearly outline your organizational and time management skills. Provide examples of how you've successfully prioritized tasks and met deadlines in previous roles.
Showcase Your Professionalism: Demonstrate your professional approach in all written communications. Use clear, concise language and ensure there are no spelling or grammatical errors in your application materials.
How to prepare for a job interview at Antony George Recruitment
✨Showcase Your Client Service Ethic
Emphasize your strong client service ethic during the interview. Share specific examples of how you've gone above and beyond to assist clients in previous roles, demonstrating your commitment to providing excellent service.
✨Demonstrate Your Organizational Skills
Be prepared to discuss how you prioritize tasks and manage your time effectively. Provide examples of how you've successfully handled multiple responsibilities under pressure, showcasing your organizational skills.
✨Build Rapport with Interviewers
Since building relationships is key in this role, make an effort to connect with your interviewers. Use a friendly and positive demeanor, and engage in conversation that reflects your ability to establish rapport with clients and colleagues.
✨Highlight Your Compliance Awareness
Discuss your understanding of compliance and risk management in the financial services industry. Be ready to explain how you've ensured compliance in past roles and how you would approach compliance issues in this position.
