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: Join a dynamic team and make a real impact in the financial sector.
- 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 as the Client Service Executive, 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 FA’s 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 in Swindon employer: Siamo Recruitment a division of Siamo Group
Siamo Recruitment offers a supportive and dynamic work environment for HGV Class 1 Drivers in Walsall, where employees enjoy a Monday to Friday schedule that promotes work-life balance. With a focus on employee growth and development, we provide ongoing training opportunities and a culture that values teamwork and safety, making it an excellent choice for those seeking meaningful and rewarding employment in the logistics sector.
Contact Details:
Siamo Recruitment a division of Siamo Group Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Executive in Swindon
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Siamo Recruitment a division of Siamo Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Service Executive in Swindon
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Siamo Recruitment a division of Siamo Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Siamo Recruitment a division of Siamo Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Siamo Recruitment a division of Siamo Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Siamo Recruitment a division of Siamo Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Siamo Recruitment a division of Siamo Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Siamo Recruitment a division of Siamo Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
