At a Glance
- Tasks: Bridge the gap between clients and Financial Advisers, ensuring top-notch customer experience.
- Company: Leading financial practice with a focus on growth and client satisfaction.
- Benefits: Up to 20% annual bonus, 25 days leave, hybrid working, and private medical insurance.
- Other info: Enjoy early finish Fridays, Christmas shutdowns, and fun team events!
- Why this job: Make a real impact in clients' financial journeys while developing your skills.
- Qualifications: Experience in client support, Level 4 financial planning credentials preferred.
The predicted salary is between 30000 - 40000 £ per year.
We here at Siamo Recruitment are working with a leading financial practice making great strides across the UK. Showing continuous growth, our client is looking for a driven and client focussed Client Service Executive to bridge the gap for their clients between them and the Financial Advisers. Within this role, you will touch all areas of the business including relaying financial advice to their customer base. Our client, a leader in their market, is focussed on onboarding a talent looking for accountability, responsibility, investment and with the ability to prioritise customer experience in every step.
What does our client's benefits scheme include?
- Up to a 20% annual bonus scheme (performance based)
- Professional investment plans for relevant courses, exams and industry training materials
- 25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell)
- Annual salary reviews
- Private medical insurance and life cover available
- Recruitment referrals bonus
- Hybrid working offering 2 days from home post probation
- Early finish Fridays, Christmas shutdowns, summer and winter events and additional time off on your birthday
- Free on-site parking
This Client Service Executive role will hold the below responsibilities:
- Assist and manage queries which arise that are of a technical nature, liaising with the Advisers where appropriate, to deliver consistent and detailed responses
- Ensure that all of the relevant due diligence is complete prior to a case being submitted for Paraplanning
- Ensure client outcomes are at the forefront of every task to make sure client satisfaction is kept to a high standard
- Act as a conduit between the Advisers and the office to redirect the bulk of queries so that Advisers can focus on business opportunities
- Aid colleagues when technical queries arise, whilst always remaining compliant
- Ensure prospect cases are monitored and update where necessary
- Ensure reviews are being completed in line with our client review strategy
The ideal candidate for this Client Service Executive role will hold the below experience, skills and qualifications:
- Prior exposure in the role or likeminded support role
- Exposure working alongside FAs and Paraplanners
- Required to hold (or studying towards) Level 4 financial planning credentials
- Understanding of investments and pensions
- Ability to confidently manage internal and external relationships
- Ability to work autonomously, remotely and within a team
- Experience in maintaining systems, processes and procedures
- Up to date knowledge of regulation, legislation and taxation
- Full UK Driving License and Own Vehicle
Client Service Executive employer: Siamo Group Ltd
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