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For Companies At a Glance
- Tasks: Support clients with financial services, ensuring top-notch service and compliance.
- Company: A growing financial services firm with a professional environment.
- Benefits: Competitive salary, career development, and a supportive team atmosphere.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in client-facing roles and strong communication skills.
- Other info: Full-time, office-based role with opportunities for mentoring and growth.
The predicted salary is between 30000 - 30000 £ per year.
A growing financial services firm is seeking a Client Services Executive to join their expanding team. This confidential role has arisen due to business growth and offers an excellent opportunity to develop your career in a busy, professional environment.
Key Responsibilities
- Comply with all relevant FCA regulations, including Financial Services and Markets Act 2000, and adhere to firm procedures covering compliance, Treating Customers Fairly (TCF), financial crime, data security, and ethical standards.
- Ensure all dealings with clients are professional and courteous, maintaining high standards of service.
- Conduct product and market research to support client recommendations.
- Handle the administration of life, investment, and pension products, including submission of online applications, top-ups, and processing paper-based applications.
- Maintain accurate records, trackers, and spreadsheets as required by the Client Services Manager.
- Oversee the management of Annual Reviews and Portfolio Reviews, supporting advisers and review teams where needed.
- Liaise with clients, providers, solicitors, accountants, and lenders via telephone, email, and written correspondence.
- Prepare quotations and supporting documentation for advisers, ensuring accuracy and compliance.
- Maintain a strong understanding of back-office systems, EIM platforms, and investment and pension products, including SIPP and SSAS administration.
- Assist with group scheme renewals, auto-enrolment schemes, and ongoing member servicing.
- Provide training or mentoring to junior or apprentice staff as directed.
Candidate Requirements
- Experience in a client-facing financial services role, ideally within IFA or regulated financial services.
- Strong attention to detail and commitment to compliance and ethical standards.
- Excellent organisational and communication skills.
- Proactive, professional, and able to work effectively within a team.
This is a full-time, office-based role. Competitive salary dependent on experience.
Client Services Executive in Birmingham employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Executive in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about opportunities at firms like the one you're eyeing. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to compliance and customer service, as these are key in the role of a Client Services Executive. We want you to shine when discussing how you align with their mission!
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients and various stakeholders, being articulate and professional is crucial. Try mock interviews with friends or family to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Client Services Executive in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Services Executive role. Highlight your experience in client-facing financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background aligns with our needs. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Attention to Detail: Since this role requires strong attention to detail, make sure your application is free from typos and errors. Double-check everything before hitting send. We appreciate candidates who take pride in their work!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts!
How to prepare for a job interview at Heat Recruitment
✨Know Your Compliance Stuff
Make sure you brush up on FCA regulations and the Financial Services and Markets Act 2000. Being able to discuss compliance and ethical standards confidently will show that you understand the importance of these in a client services role.
✨Showcase Your Client Interaction Skills
Prepare examples of how you've maintained professionalism and courtesy in previous client interactions. Think about specific situations where you went above and beyond to ensure client satisfaction, as this will highlight your commitment to high service standards.
✨Demonstrate Your Organisational Skills
Be ready to talk about how you manage records, trackers, and spreadsheets. You might even want to bring a sample of your work (if appropriate) to demonstrate your attention to detail and organisational prowess.
✨Familiarise Yourself with Financial Products
Get a good grasp of life, investment, and pension products, especially SIPP and SSAS administration. Being able to discuss these products knowledgeably will impress the interviewers and show that you're prepared for the role.
