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- Tasks: Support Founding Partners with admin tasks and client relations in a dynamic financial firm.
- Company: Join a boutique Financial Planning and Wealth Management firm serving high-net-worth families.
- Benefits: Enjoy flexible working, a competitive salary, bonus schemes, and 25 days holiday.
- Why this job: Be part of a professional team that values client service and operational efficiency.
- Qualifications: 2-5 years in financial services; strong client service ethic and excellent communication skills required.
- Other info: A positive attitude and fun-loving spirit are essential for this role!
The predicted salary is between 28000 - 42000 £ 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.
Antony George Recruitment | Financial Services Administrstor employer: Antony George Recruitment
Contact Detail:
Antony George Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Antony George Recruitment | Financial Services Administrstor
✨Tip Number 1
Make sure to highlight your experience in the financial services industry during your interactions. Since they are looking for someone with 2 to 5 years of proven experience, be ready to discuss specific examples of how you've provided excellent client service in previous roles.
✨Tip Number 2
Demonstrate your ability to build relationships by preparing thoughtful questions about their firm and clients. This shows that you are genuinely interested in their work and can help you connect with the Founding Partners and Directors.
✨Tip Number 3
Familiarize yourself with the compliance and regulatory aspects of the financial services industry. Being able to discuss how you ensure compliance in your previous roles will set you apart as a candidate who understands the importance of these processes.
✨Tip Number 4
Showcase your organizational and time management skills by sharing examples of how you've successfully managed multiple tasks or projects under pressure. This is crucial for the role, as they need someone who can prioritize effectively and meet deadlines.
We think you need these skills to ace Antony George Recruitment | Financial Services Administrstor
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 the Client Services Executive position 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
Make sure to highlight your strong client service ethic during the interview. Share specific examples of how you've gone above and beyond for clients in previous roles, as this aligns perfectly with the expectations of the Client Services Executive position.
✨Demonstrate Your Organizational Skills
Prepare to discuss how you prioritize tasks and manage your time effectively. The role requires excellent organizational skills, so be ready to provide examples of how you've successfully handled multiple responsibilities under pressure.
✨Build Rapport with Interviewers
Since building relationships is key in this role, focus on establishing a friendly and open rapport with your interviewers. A positive demeanor can go a long way in demonstrating that you are a good fit for the team.
✨Be Prepared to Discuss Compliance
Familiarize yourself with compliance issues relevant to the financial services industry. Be ready to discuss how you ensure compliance in your work and any experiences you have had dealing with regulatory requirements.
