Moore Kingston Smith, City of London, seeks an experienced Client Services Executive with a robust IFA administration background to join our Financial Planning team on a fixed-term contract until September 2027.
You will support clients across pensions, investments, protection and platform-based solutions, handling new business processing, advisor pack preparation, and client servicing to ensure a seamless journey and high-quality service.
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IFA Administration & Client Services Specialist 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.
