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- Tasks: Support Financial Advisors and manage client relationships while ensuring excellent service.
- Company: Join a well-established IFA firm committed to client satisfaction and professional growth.
- Benefits: Enjoy a competitive salary, flexible working hours, and comprehensive perks including health resources and shopping discounts.
- Why this job: This role offers a chance to develop your skills in a supportive environment with opportunities for progression.
- Qualifications: Experience in financial services support and GCSEs in English and Maths at grade C/5 or above required.
- Other info: Work 3 days in the office and 2 days from home, with varied working times to fit your lifestyle.
The predicted salary is between 27600 - 32400 £ per year.
This Client Services Executive job in Bromsgrove provides the opportunity to join a well-established IFA firm and focus on providing excellent client liaison and relationship management support. You will be assisting their Financial Advisors with administrative and technical support, ensuring clients receive the right outcomes and great service.
Your responsibilities will include:
- Client liaison: acting as the first point of contact for client queries
- Relationship management: working closely with the Financial Advisors to identify upcoming and outstanding tasks and see them through to completion, keeping the client and IFA informed throughout
- Liaising with providers: chasing outstanding client requests
- Administration support: provide technical and administrative support, such as preparing client documents, liaising with the Paraplanners and submitting new business cases
- Maintaining accurate client data: keeping the systems up to date at all times
Our client are big advocates for internal development and progression and will support you with access to training and ways to develop, including paying for your professional qualifications.
Client Services Executive Requirements:
- You should have experience within a similar financial services support role with good knowledge of platforms
- You should have experience with some platforms and financial products such as pensions, investments and pensions
- You should be comfortable using Microsoft Office and industry-related software
- You should have GCSEs in English and Maths at grade C / 5 or above
Client Services Executive Benefits:
- Salary of £32,000 - £36,000
- 3 days office based in Bromsgrove and 2 days from home
- Varied working times available of 8am - 4pm, 9am - 5pm or 10am - 6pm to suit your schedule
- Plus comprehensive benefits including, contributory pension scheme, DIS, discretionary bonus after full years service, option to buy and sell holiday, plus birthday off and additional holiday days for long service, Christmas and summer parties, health and wellbeing resources, shopping discounts
The business is committed to professional development for their team and will be open to facilitating your career plans.
Client Services Executive in Bromsgrove employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Executive in Bromsgrove
✨Tip Number 1
Familiarise yourself with the financial products and platforms mentioned in the job description. Having a solid understanding of pensions, investments, and the specific software used in the industry will give you an edge during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in client services roles. Attend local events or join online forums to gain insights and potentially get referrals that could help you land the job.
✨Tip Number 3
Prepare to discuss your experience in client liaison and relationship management. Think of specific examples where you've successfully managed client queries or supported financial advisors, as these will be key topics during your interview.
✨Tip Number 4
Show enthusiasm for professional development. Since the company values internal growth, express your willingness to pursue further training and qualifications, which can demonstrate your commitment to the role and the firm.
We think you need these skills to ace Client Services Executive in Bromsgrove
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client services and financial support roles. Emphasise your familiarity with financial products like pensions and investments, as well as your proficiency in Microsoft Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client liaison and relationship management. Mention specific examples of how you've successfully supported financial advisors or managed client relationships in the past.
Highlight Your Skills: In your application, clearly outline your skills related to administration support and technical assistance. Mention any experience you have with industry-related software and your ability to maintain accurate client data.
Show Enthusiasm for Development: Express your eagerness for professional development in your application. Highlight your willingness to pursue further qualifications and how you align with the company's commitment to internal progression.
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Financial Products
Make sure you have a solid understanding of financial products like pensions and investments. Being able to discuss these confidently will show that you're well-prepared and knowledgeable, which is crucial for a Client Services Executive role.
✨Demonstrate Relationship Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your communication skills and ability to keep clients informed, as this is a key part of the job.
✨Familiarise Yourself with Relevant Software
Since the role requires using Microsoft Office and industry-related software, brush up on your skills with these tools. Being proficient will help you stand out as a candidate who can hit the ground running.
✨Show Enthusiasm for Professional Development
The company values internal development, so express your eagerness to learn and grow within the role. Mention any relevant training or qualifications you’re interested in pursuing to demonstrate your commitment to your career.
