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- Tasks: Support Financial Advisors and manage client relationships with excellent service.
- Company: Join a well-established IFA firm in Bromsgrove focused on client success.
- Benefits: Enjoy a salary of £32,000 - £36,000, flexible working, and great perks.
- Why this job: Be part of a supportive culture that values professional development and career growth.
- Qualifications: Experience in financial services and knowledge of platforms required; GCSEs in English and Maths essential.
- Other info: Work 3 days in the office and 2 days from home with varied hours to fit your lifestyle.
The predicted salary is between 28000 - 36000 £ per year.
This Client Services Executive job in Bromsgrove provides opportunity to join a well established IFA firm and focus on providing excellent client liaison and relationship management support
You will be assisting their Financial Advisors with administrative and technical support, ensuring clients receive the right outcomes and great service. Your responsibilities will include:
- Client liaison – acting as the first point of contact for client queries
- Relationship management – working closely with the Financial Advisors to identify upcoming and outstanding tasks and see them through to completion, keeping the client and IFA informed throughout
- Liaising with providers – chasing outstanding client requests
- Administration support – provide technical and administrative support, such as preparing client documents, liaising with the Paraplanners and submitting new business cases
- Maintaining accurate client data – keeping the systems up to date at all times
Our client are big advocates for internal development and progression and will support you with access to training and ways to develop, including paying for your professional qualifications.
Client Services Executive Requirements
- You should have experience within a similar financial services support role with good knowledge of platforms
- You should have experience with some platforms and financial products such as pensions, investments and pensions
- You should be comfortable using Microsoft Office and industry related software
- You should have GCSEs in English and Maths at grade C / 5 or above
Client Services Executive Benefits
- Salary of £32,000 – £36,000
- 3 days office based in Bromsgrove and 2 days from home
- Varied working times available of 8am – 4pm, 9am – 5pm or 10am – 6pm to suit your schedule
- Plus comprehensive benefits including, contributory pension scheme, DIS, discretionary bonus after full year’s service, option to buy and sell holiday, plus birthday off and additional holiday days for long service, Christmas and summer parties, health and wellbeing resources, shopping discounts
- The business is committed to professional development for their team and will be open to facilitating your career plans
Locations
Bromsgrove
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Client Services Executive employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Executive
✨Tip Number 1
Familiarise yourself with the financial products and platforms mentioned in the job description. Having a solid understanding of pensions, investments, and the specific software used in the industry will give you an edge during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work as Client Services Executives. Engaging with them on platforms like LinkedIn can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss your experience in client liaison and relationship management. Think of specific examples where you've successfully managed client queries or supported financial advisors, as these will be key topics during your interview.
✨Tip Number 4
Show enthusiasm for professional development. Since the company values internal growth, be ready to express your career aspirations and how you plan to utilise their training opportunities to advance your skills.
We think you need these skills to ace Client Services Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client services and financial support roles. Emphasise your familiarity with financial products like pensions and investments, as well as your proficiency in Microsoft Office and industry-related software.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client liaison and relationship management. Mention specific examples of how you've successfully supported financial advisors or managed client queries in the past.
Highlight Your Skills: In your application, clearly outline your skills related to administration support and maintaining accurate client data. This is crucial for the role, so make sure to provide concrete examples of your experience in these areas.
Show Enthusiasm for Development: Express your eagerness for professional development in your application. Mention any relevant qualifications you have or are pursuing, and how you align with the company's commitment to internal progression and training opportunities.
How to prepare for a job interview at Sahasraa Solutions
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products like pensions and investments. Being able to discuss these confidently will show that you're well-prepared and understand the industry.
✨Demonstrate Client Liaison Skills
Prepare examples from your past experience where you've successfully managed client relationships. Highlight how you handled queries and ensured clients were kept informed, as this is a key part of the role.
✨Familiarise Yourself with Relevant Software
Since the job requires using Microsoft Office and industry-related software, make sure you're comfortable with these tools. You might even want to mention specific software you've used in previous roles.
✨Show Enthusiasm for Professional Development
The firm values internal development, so express your eagerness to learn and grow within the company. Mention any relevant qualifications or training you’re interested in pursuing.
