At a Glance
- Tasks: Support Financial Advisers and Paraplanners by liaising with clients and managing documents.
- Company: A successful financial planning firm with a strong reputation in wealth planning.
- Benefits: Up to £35,000 salary, hybrid working, private medical, and 25 days holiday.
- Other info: Great opportunities for progression and development in a supportive environment.
- Why this job: Join a dynamic team and grow your career in the financial planning industry.
- Qualifications: Experience in financial planning and strong administration skills required.
The predicted salary is between 35000 - 35000 £ per year.
Recruit UK are working on a Client Service Executive role for a Financial Planning firm in Gatwick. Our client is a long standing and highly successful financial planning firm, who specialise in Wealth Planning with clients across the UK. This opportunity is working in their Gatwick office, working alongside a team of CSE’s to support the Financial Advisers and Paraplanners. You will have ample opportunity to progress your career, with lots of progression and development opportunities.
Duties:
- Liaise with clients to arrange meetings, update information, answer queries and more
- Prepare meeting packs and annual review packs
- Ensure new business is added to the system
- Manage documents with confidentiality and in a timely manner
- General administration duties
Benefits:
- Competitive salary of up to £35,000
- Hybrid working
- Progression and development
- Discretionary bonus
- Annual salary reviews
- Private medical
- Income protection
- 25 days holiday
- 4x death in service
Skills and experience required:
- Experience working in Financial Planning industry
- Good administration skills, with the duties listed above
- Strong understanding of UK products and regulations
Client Service Executive employer: Recruit UK
Join a highly successful financial planning firm in Gatwick, where you will be part of a supportive team dedicated to client service excellence. With a competitive salary, hybrid working options, and numerous opportunities for career progression and personal development, this role offers a rewarding environment for those looking to grow in the financial services industry. Enjoy additional benefits such as private medical insurance, income protection, and generous holiday allowances, making it an attractive place to build your career.
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Executive
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for a Client Service Executive role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to client service and be ready to discuss how your skills align with their needs. We want you to shine when you get that interview call!
✨Tip Number 3
Practice your communication skills! As a Client Service Executive, you'll be liaising with clients regularly. Role-play common scenarios with a friend or family member to boost your confidence and ensure you're ready to handle any questions that come your way.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications this way!
We think you need these skills to ace Client Service Executive
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Service Executive role. Highlight your experience in financial planning 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 the role and how your background makes you a perfect fit. Keep it concise but engaging – we love a good story!
Showcase Your Administration Skills:Since the role involves a lot of administration, make sure to highlight your organisational skills and attention to detail. Share examples of how you've successfully managed documents or supported teams in the past – we want to know what you can do!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates. Plus, it’s super easy!
How to prepare for a job interview at Recruit UK
✨Know Your Financial Products
Make sure you brush up on your knowledge of UK financial products and regulations. Being able to discuss these confidently will show that you're not just familiar with the industry, but that you’re also ready to support the Financial Advisers and Paraplanners effectively.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in the role. Prepare examples of how you would handle queries or arrange meetings. This will demonstrate your proactive approach and understanding of the Client Service Executive responsibilities.
✨Showcase Your Administration Skills
Since strong administration skills are key for this role, be ready to discuss your experience with managing documents and preparing meeting packs. Bring examples of how you've successfully handled similar tasks in the past to highlight your organisational abilities.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, progression opportunities, or how they measure success in the role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
