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- Tasks: Support Financial Advisors and manage client relationships with excellent service.
- Company: Join a well-established IFA firm in Bromsgrove focused on client success.
- Benefits: Enjoy a salary of £32,000 - £36,000, flexible working, and great perks.
- Why this job: Be part of a supportive culture that values professional development and career growth.
- Qualifications: Experience in financial services and knowledge of platforms required; GCSEs in English and Maths essential.
- Other info: Work 3 days in the office and 2 days from home with varied hours to fit your lifestyle.
The predicted salary is between 28000 - 36000 £ per year.
4 days ago Be among the first 25 applicants
This Client Services Executive role in Bromsgrove provides an opportunity to join a well established IFA firm and focus on client liaison and relationship management support.
Responsibilities
- Client liaison acting as the first point of contact for client queries
- Relationship management: work closely with Financial Advisors to identify upcoming and outstanding tasks and complete them, keeping the client and IFA informed
- Liaising with providers to chase outstanding client requests
- Administration support: provide technical and administrative support, such as preparing client documents, liaising with Paraplanners and submitting new business cases
- Maintaining accurate client data and keeping systems up to date at all times
Our client strongly supports internal development and progression and will provide access to training and opportunities to develop, including funding for professional qualifications.
Requirements
- Experience in a similar financial services support role with good knowledge of platforms
- Experience with some platforms and financial products such as pensions and investments
- Proficiency with Microsoft Office and industry-related software
- GCSEs in English and Maths at grade C/5 or above
Benefits
- Salary of £32,000 – £36,000
- 3 days office-based in Bromsgrove and 2 days from home
- Flexible working times: 8am-4pm, 9am-5pm, or 10am-6pm
- Comprehensive benefits including contributory pension, DIS, discretionary bonus after full years’ service, holiday buy/sell, birthday off, additional holiday days for long service, Christmas and summer parties, health and wellbeing resources, shopping discounts
- Commitment to professional development and support for career plans
Location
Bromsgrove
Disclaimer
While Premier Jobs UK uses reasonable efforts to ensure the information contained in our adverts, including salary and benefits, is accurate, we make no representations or warranties about such information. We accept no liability for any loss or damage arising from reliance on the information provided.
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Client Services Executive employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Executive
✨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 as Client Services Executives. Engaging with them on platforms like LinkedIn can provide insights into the role and may even lead to referrals.
✨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, be ready to express your career aspirations and how you plan to utilise their training opportunities to advance your skills.
We think you need these skills to ace Client Services Executive
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 and industry-related software.
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 queries in the past.
Highlight Your Skills: In your application, clearly outline your skills related to administration support and maintaining accurate client data. This is crucial for the role, so make sure to provide concrete examples of your experience in these areas.
Show Enthusiasm for Development: Express your eagerness for professional development in your application. Mention any relevant qualifications you have or are pursuing, and how you align with the company's commitment to internal progression and training opportunities.
How to prepare for a job interview at Sahasraa Solutions
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products like pensions and investments. Being able to discuss these confidently will show that you're well-prepared and understand the industry.
✨Demonstrate Client Liaison Skills
Prepare examples from your past experience where you've successfully managed client relationships. Highlight how you handled queries and ensured clients were kept informed, as this is a key part of the role.
✨Familiarise Yourself with Relevant Software
Since the job requires using Microsoft Office and industry-related software, make sure you're comfortable with these tools. You might even want to mention specific software you've used in previous roles.
✨Show Enthusiasm for Professional Development
The firm values internal development, so express your eagerness to learn and grow within the company. Mention any relevant qualifications or training you’re interested in pursuing.
