Client Services Executive, Wealth Management in London

London | :–: | 1 day WFH after probation

Are you an early-career financial services professional looking to step into a highly respected, fast-paced environment where your work genuinely matters?

We’re partnering with a leading, independent wealth and investment management business to find a Client Services Executive to join their high-performing Professional Adviser Services team. This is a brilliant opportunity for someone with 1–3 years’ experience (ideally within an IFA or wealth management setting) who is ready to build deep technical knowledge while supporting a sophisticated client base.

The Opportunity

This is not a purely administrative role. You’ll sit at the heart of the business, working closely with front-office teams and acting as a key support to IFAs and intermediaries. You’ll play a vital role in ensuring seamless service delivery, accurate client administration, and proactive communication across a wide range of client activities. The environment is fast-moving, collaborative and detail-driven - perfect for someone who enjoys being busy, takes pride in accuracy, and thrives under pressure.

Key Responsibilities

Acting as a key point of contact for IFAs and intermediaries, managing queries via phone and email

Supporting client onboarding processes including KYC and regulatory documentation

Preparing client meeting packs, valuations, and reporting materials

Processing client instructions including payments and portfolio-related activity

Maintaining accurate and compliant client records and documentation

Liaising with internal teams including Operations, Compliance, and Data Assurance

Supporting wider office coordination, including occasional reception and meeting room management

About You

1–3 years’ experience within financial services (IFA or wealth management highly desirable)

Confident communicator who enjoys building relationships over the phone

Highly organised with strong attention to detail and time management skills

Comfortable working in a fast-paced, high-volume environment

Hands-on, proactive, and willing to support across multiple functions when needed

Experience using CRM systems (Xplan advantageous)

Why Apply?

Join a highly regarded investment management environment with a strong reputation for service excellence

Gain exposure to both portfolio management and financial advisory operations

Develop your technical knowledge and build a long-term career in wealth management

Be part of a supportive, collaborative team that values accountability and growth

If you’re looking for a role where you can learn, grow, and make an impact from day one, this is an outstanding opportunity to take your next step in financial services.