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- Tasks: Build relationships with clients and support financial advisers in delivering exceptional service.
- Company: Join Ascot Lloyd, a leading independent wealth management firm transforming the industry.
- Benefits: Enjoy competitive salary, corporate pension, private medical, and fun perks to thrive.
- Why this job: Make a real impact by helping clients achieve their financial goals and secure their futures.
- Qualifications: 2 years of relevant experience and strong communication skills required.
- Other info: Dynamic team environment with ongoing training and excellent career growth opportunities.
The predicted salary is between 30000 - 40000 £ per year.
Location: Birmingham - Hybrid working 3 days per week in office
Reports to: Client Services Executive Team Manager
SMCR Function: Conduct
Ascot Lloyd is one of the UK’s leading independent wealth management firms, proudly serving over 22,000 clients with a commitment to excellence. Backed by a prestigious private equity firm, Nordic Capital, we are at the forefront of transforming the wealth management landscape. Our strategy is built on three core tenets: delivering expert financial advice, providing exceptional client service, and harnessing innovative technology to make wealth management easier and more accessible.
What’s on offer at Ascot Lloyd?
- Skills accelerator: Ascot Lloyd counts as one of the UK’s fastest-growing national firms. A chance to work autonomously and strive for excellence in a high growth environment.
- Support to Succeed: Investment long term in your personal and professional growth through our in-house Learning and Development Portal, tailored training plans, sponsorship of professional memberships, and supported study & leave!
- Benefits: A corporate pension, private medical, life assurance, critical illness cover, electric car salary sacrifice and paid time off for celebrations and volunteering, discounted Ascot Lloyd Financial advice for employees, enhanced parental leave—plus fun perks to help you thrive at work and beyond!
- Recognition: A package that includes performance bonuses and long-term incentives, giving you flexibility to balance work and life. We celebrate your commitment with length-of-service and values recognition awards.
At Ascot Lloyd, we’re proud to make a positive impact through our ESG initiatives—whether it’s volunteer days, charity partnerships, employee sponsorship funds, or fun team activities like walking challenges. Join a company where your success and community spirit truly matter. Apply today to Ascot Lloyd!
What does Client Services Executive look like at Ascot Lloyd?
We have a team of 8 Client Service Executives who work in a busy environment, working 35 hours a week between 9am and 5pm Monday to Friday. The CSE team are extremely supportive and have a vast amount of knowledge that will help to integrate you into the role. With ongoing Training and Coaching by the Senior CSE & Manager. You will work alongside Financial Advisers to help them to service their client's needs.
Your impact on stakeholders:
- Make your mark by building relationships with clients with a view to create business opportunities and support business growth.
- Transform lives by being part of a firm providing holistic financial advice processes that helps clients realise their goals and secure their futures.
- Build lasting partnerships by regular contact calls to AL clients (Inbound & Outbound), with a view to building relationships and ultimately securing client commitment to AL.
- Provide an efficient inbound/outbound call service to the Ascot Lloyd clients, taking ownership of the client journey and providing suitable outcomes including efficient handover to the relevant departments.
- Spark collaboration by liaising closely with Financial Advisers and internal stakeholders to best serve our clientele.
- Drive excellence by meeting personal referral targets with a view to providing fee generating referrals to other parts of the business supporting business growth.
- Support simplification of client communication and encourage digital interaction through promotion of the AL online account with all clients.
- Maintain compliance by ensuring accurate collation of client information and maintain up to date client records, enabling ease of ongoing client communication and meeting GDPR requirements.
- Ensure effective storage of all client documentation in line with GDPR.
- Ensure you operate within the AML requirements.
- Facilitate and process simple investments (non-advised top ups) and withdrawals, ensuring the appropriate non-advised process letter is produced in line with AL compliance process.
What you’ll bring to the position:
- Drive and ability to plan, prioritise and manage workloads.
- Ability to follow processes and procedures in a compliant manner.
- A collaborative individual who thrives in a team environment.
- Exceptional integrity and interpersonal communication skills both internally and externally.
- Confident with back-office systems and meticulous in your attention to detail with keeping records.
- At least 2 years of relevant experience with a broad pensions & investment knowledge.
Client Services Executive - Birmingham employer: Ascot Lloyd group
Contact Detail:
Ascot Lloyd group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Executive - Birmingham
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Ascot Lloyd on LinkedIn. A friendly chat can give us insider info about the company culture and maybe even a referral!
✨Tip Number 2
Prepare for the interview by practising common questions related to client services. We should also think of examples from our past experiences that showcase our skills in building relationships and driving excellence.
✨Tip Number 3
Show off your enthusiasm for the role! During interviews, let’s express how excited we are about helping clients achieve their financial goals and how we can contribute to Ascot Lloyd's mission.
✨Tip Number 4
Don’t forget to follow up after the interview! A quick thank-you email can keep us fresh in the interviewer's mind and show our genuine interest in the position.
We think you need these skills to ace Client Services Executive - Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Services Executive role. Highlight relevant experience and skills that match what we’re looking for, like your ability to manage workloads and your attention to detail.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about joining Ascot Lloyd and how you can contribute to our mission of providing exceptional client service.
Showcase Your Communication Skills: Since this role involves building relationships with clients, make sure to demonstrate your exceptional communication skills in your application. We want to see how you can connect with people both internally and externally.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Ascot Lloyd group
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management, pensions, and investments. Familiarise yourself with Ascot Lloyd's services and values, as well as their approach to client relationships. This will show that you're genuinely interested in the role and the company.
✨Showcase Your Communication Skills
As a Client Services Executive, you'll need to demonstrate exceptional interpersonal skills. Practice articulating your thoughts clearly and confidently. Consider using examples from your past experiences where you've successfully built client relationships or resolved issues.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, training opportunities, and how success is measured in the role. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
✨Emphasise Teamwork
Ascot Lloyd values collaboration, so be ready to discuss how you've worked effectively in teams before. Share specific examples of how you've contributed to team goals or supported colleagues, highlighting your ability to thrive in a busy environment.