At a Glance
- Tasks: Be the go-to person for clients, prepare meeting packs, and ensure compliance.
- Company: Join a values-driven financial planning team at Moore Kingston Smith.
- Benefits: Competitive salary, supportive environment, and opportunities for growth.
- Other info: Fast-paced environment with a focus on continuous improvement.
- Why this job: Make a real difference in client services while developing your career.
- Qualifications: Experience in IFA administration and strong communication skills.
The predicted salary is between 49500 - 60500 £ per year.
Moore Kingston Smith is seeking experienced Client Services Executives with a solid IFA administration background to join our financial planning team. You will act as the primary contact for clients, prepare adviser meeting packs, and process new business while ensuring FCA compliance.
Collaborating with advisers and administrators, you’ll maintain accurate client records, handle inquiries about charges and commissions, and support continuous service improvements in a fast-growing, values-driven environment.
IFA Client Services Specialist: Admin & Compliance in City of Westminster employer: Moore Kingston Smith
Moore Kingston Smith is an exceptional employer, offering a dynamic work culture in the heart of London where collaboration and professional growth are at the forefront. As a CASS Audit Manager, you will benefit from extensive training opportunities, a supportive team environment, and the chance to develop your expertise while working on diverse client portfolios. Join us to be part of a firm that values innovation and fosters meaningful relationships within the financial services sector.
