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- Tasks: Support Financial Planners and deliver exceptional client service in a dynamic environment.
- Company: Join the largest independent chartered accountants in South West England.
- Benefits: Enjoy competitive salary, hybrid working, and outstanding development opportunities.
- Why this job: Make a real impact while building strong client relationships and growing your career.
- Qualifications: Detail-oriented with excellent communication skills; experience in financial services is a plus.
- Other info: Be part of a supportive culture that values your growth and well-being.
The predicted salary is between 30000 - 42000 ÂŁ per year.
We’re looking for a motivated, detail‑driven Client Executive to join our Financial Planning team in Exeter. If you’re passionate about delivering first‑class client service and enjoy working in a dynamic, regulated financial services environment, this could be the ideal next step in your career.
In this role, you’ll provide essential support to our Financial Planners and Paraplanners, ensuring our clients receive a smooth, efficient, and professional service at every stage. You’ll be the first point of contact for many client queries, helping to build trusted and long‑lasting relationships.
Alongside a competitive salary, hybrid working and outstanding development opportunities, you’ll have the chance to grow your career within a supportive, team‑focused environment.
What you’ll be doing day to day:
- Acting as the first point of contact for non‑advice client queries, delivering an exceptional service experience
- Building strong and positive client relationships, maintaining regular communication
- Managing end‑to‑end processing of investment, pension and protection business
- Ensuring all work complies with FCA regulations and internal procedures
- Maintaining accurate client records and supporting internal audits and file checks
- Working closely with Financial Planners, Paraplanners and product providers to ensure smooth service delivery
- Preparing client review packs, documentation and correspondence
- Booking and coordinating client meetings, including meeting packs and follow‑up actions
- Assisting clients with application forms when required
- Participating in team meetings, supporting workflow management and contributing to continuous improvement
- Supporting onboarding and training of new or less experienced team members
- Operating with autonomy to manage workflows effectively and escalate or resolve issues proactively
About you:
You’ll thrive in this role if you are:
- Client‑focused, professional and confident in your communication
- Highly organised with excellent attention to detail
- Comfortable working independently within administrative processes
- An enthusiastic team player who collaborates effectively with colleagues
- Able to handle sensitive information discreetly and professionally
- Skilled at problem‑solving and proposing practical, solutions‑focused ideas
- Empathetic and patient when dealing with challenging or complex situations
- Proactive and eager to develop your skills and knowledge
Additional experience that would be an advantage includes:
- Ideally 2 years’ experience in financial services administration (preferably within an IFA or professional services setting)
- Knowledge of FCA regulations, AML, and general compliance
- Familiarity with CRM systems such as Intelliflo
- Working knowledge of financial products and platforms
- Progress toward CII Level 3 Certificate in Financial Services (or similar)
Why work at PKF Francis Clark:
We’re the largest firm of independent chartered accountants and business advisors in South West England. We have nine offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro. The firm, which celebrated its centenary in 2019, has annual revenue of over £65 million and a 900‑strong team based across our offices. Our continuing growth offers you the opportunity to expand and develop your career in a direction that interests you.
We offer a supportive and flexible culture, taking your career seriously to enable you to be the best you can be. Since September 2022, PKF Francis Clark has been certified as a Great Place to Work. We work hard to ensure that ours is a culture where you can be yourself, develop and be part of a forward‑thinking team that makes brilliant things happen.
Your core benefits:
- Pension
- Group life assurance - up to four times your core salary
- Group income protection
- Health cash plan to help cover the costs of everyday healthcare
Health & Wellbeing benefits:
- Option to buy 5 extra days holiday*
- Counselling and support for you and your immediate family
- Virtual GP for you and your immediate family
- Cycle to work*
Other benefits:
- MediCash Extras providing you with shopping and gym discounts
- Gifts for career and family milestones
- One volunteering day per year to support local organisations
- Emergency funding from the Francis Clark Charitable Foundation
Please note* These benefits are provided via a salary exchange and are subject to employee’s post exchange hourly rate remaining above the national minimum wage. Note: This description represents current benefits and may be subject to change.
Financial Planning Administrator in Exeter employer: PKF Francis Clark
Contact Detail:
PKF Francis Clark Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in Exeter
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work at PKF Francis Clark. A friendly chat can sometimes lead to job opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by researching common questions for Financial Planning Administrators. Practice your responses and think about how your skills align with the role. We want you to shine!
✨Tip Number 3
Show off your client service skills during interviews. Share examples of how you've built strong relationships in previous roles. Remember, they’re looking for someone who can deliver exceptional service!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at PKF Francis Clark.
We think you need these skills to ace Financial Planning Administrator in Exeter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight relevant experience, especially in financial services administration, and showcase your attention to detail and client-focused approach.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for delivering first-class client service and how your skills align with the responsibilities of the role. Keep it professional yet personable.
Showcase Your Communication Skills: Since you'll be the first point of contact for clients, it's crucial to demonstrate your communication skills. Use clear and concise language in your application, and don’t forget to mention any experience you have in building strong client relationships.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in our dynamic team!
How to prepare for a job interview at PKF Francis Clark
✨Know Your Financial Stuff
Brush up on your knowledge of financial products, FCA regulations, and compliance. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Client Service Skills
Prepare examples of how you've delivered exceptional client service in the past. Think about specific situations where you built strong relationships or resolved complex issues, as this is key for a Client Executive.
✨Be Organised and Detail-Oriented
Demonstrate your organisational skills by discussing how you manage workflows and maintain accurate records. Bring up any tools or systems you've used, like CRM software, to highlight your attention to detail.
✨Ask Thoughtful Questions
Prepare insightful questions about the team dynamics, company culture, and growth opportunities. This shows your enthusiasm for the role and helps you gauge if it's the right fit for you.
