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For Companies At a Glance
- Tasks: Be the first point of contact for clients, handling queries with professionalism and care.
- Company: Join Wealthtime, a multi-award-winning financial tech company with a people-first culture.
- Benefits: Enjoy competitive salary, hybrid working, generous holiday, and professional growth opportunities.
- Why this job: Make a real impact in customer service while growing your career in a supportive environment.
- Qualifications: Strong communication skills and a proactive mindset are essential; financial services experience is a bonus.
- Other info: Embrace a culture of feedback and continuous improvement with clear pathways for career advancement.
The predicted salary is between 22700 - 28700 ÂŁ per year.
About Us
At Wealthtime, we take pride in our role as a multi‑award‑winning financial technology company, known for our outstanding 5‑star service platform. Our journey is guided by our shared values and behaviours: \”Seek Opportunity\”, \”Nurture Each Other\” and \”Simply Get Going.\”
With new ownership since 2021 and significant investments of over ÂŁ17 million, Wealthtime is on an exciting path of growth. Our team, consisting of approximately 300 dedicated individuals, is at the heart of our journey, and we welcome you to join us as we continue to make our mark in the industry.
About The Role
We’re looking for a positive, passionate individual with a strong work ethic to join our Client Services team.
You’ll be the first point of contact for Financial Advisers, Clients, and Sales Teams, handling queries via phone and email with professionalism and care. Office experience and confidence speaking with customers over the phone are essential, along with great attention to detail and a proactive mindset.
Comments From The Hiring Managers
In Client Services, we’re looking for team members who put the customer at the heart of everything they do. We’re excited to welcome passionate individuals who have a mindset geared toward continuous improvement, a strong drive to grow, and a genuine ambition to progress. We especially appreciate individuals who are proactive about improvement, whether that’s personal development or identifying ways to enhance our internal processes and customer experience. Our team thrives on feedback, and we expect everyone to contribute to that culture by giving and receiving constructive feedback to support growth and learning.
You’ll need to be eager to learn, as the role requires you to be a true generalist, navigating a wide range of processes and systems. Strong multitasking skills and excellent interpersonal abilities are essential, as you’ll be working across various teams and engaging with diverse stakeholders. We value those who can adapt their communication style to suit different audiences and time management is crucial, as we rely on our team members to take ownership and see cases through to resolution.
We’re looking for a passionate, collaborative individual to join our Client Services team, someone who thrives in a supportive, people‑first environment. At Wealthtime, team culture is central to everything we do, and we’re excited to welcome someone who will contribute positively to that. While financial services experience is a bonus, it’s not essential. What matters most is a can‑do attitude, a willingness to tackle challenges head on, and a genuine pride in delivering excellent customer service and outcomes. Strong communication skills and a problem‑solving mindset are key. We value people who can think critically, work through issues constructively, and communicate clearly with clients and colleagues alike.
We’re especially proud of our bespoke team Elevate progression scheme, which provides a clear, structured pathway for career development. Each level includes a defined salary banding, so you can grow and be financially recognised within your current role as your skills and impact evolve. Many of our team members have progressed to Subject Matter Expert and management roles through Elevate, supported by regular feedback, coaching, and opportunities to showcase their strengths.
About You
Financial services experience and knowledge of wrap platforms are a bonus, but your attitude and commitment to great service matter most.
You’ll need to be confident speaking on the phone, including in challenging situations, and able to remain calm and solution‑focused under pressure. Your ability to listen, communicate clearly, and resolve queries effectively will be essential to maintaining our high standards of service.
You’ll thrive in a collaborative environment, working closely with colleagues to deliver excellent outcomes and continuously improve how we serve. If you’re organised, solution‑focused, and ready to grow in a supportive team, we’d love to hear from you.
Rewards & Benefits
- Competitive Compensation: We offer a competitive salary that reflects your skills and contributions.
- Hybrid Working: Enjoy the flexibility of a hybrid work model, balancing the comforts of home with the camaraderie of the office.
- Yearly Discretionary Bonus: Look forward to a yearly discretionary bonus as a token of appreciation for your dedication.
- Generous Holiday Package: You’ll receive 34 days of holiday per calendar year, including bank holidays. Plus, we offer the option to purchase or sell up to 5 additional days per year, tailoring your time off to suit your needs.
- Wellbeing at Heart: We understand the importance of your well‑being, which is why we offer a Wellbeing day, allowing you to take a break when you need it most, whether it’s for your birthday, moving house, or simply pampering yourself.
- Professional Growth: We’re committed to your professional development and will support and encourage your career advancement.
- Comprehensive Health: You and your family’s health is a priority for us. We provide a Private Medical scheme that can be extended to full family coverage, an Income protection scheme, and a Life assurance scheme.
- Financial Security: Prepare for your future with our Group contributory pension scheme.
- Travel with Ease: We offer interest‑free season ticket loans to help with travel costs.
- Giving Back: You can participate in our Wealthtime Foundation Day to support charitable activities.
- Opportunities for Growth: We actively promote internal progression, so your journey with us can take you from agent to team leader and beyond.
- Recognition Matters: Our excellent in‑the‑moment recognition scheme ensures your hard work is acknowledged and celebrated.
Wealthtime is an equal opportunities employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities, and long‑term health conditions.
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Client Services Executive employer: Wealthtime
Contact Detail:
Wealthtime Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Executive
✨Tip Number 1
Get to know the company inside out! Research Wealthtime's values and recent developments. When you chat with them, drop in some knowledge about their journey and how you can contribute to their growth.
✨Tip Number 2
Practice your phone skills! Since you'll be the first point of contact, make sure you're comfortable handling queries. Role-play with a friend or family member to boost your confidence and refine your communication style.
✨Tip Number 3
Show off your problem-solving skills! Think of examples from your past experiences where you tackled challenges head-on. Be ready to share these stories during your interview to demonstrate your proactive mindset.
✨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 the Wealthtime team and contributing to their fantastic culture.
We think you need these skills to ace Client Services Executive
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for the role shine through! We want to see that you’re genuinely excited about joining our Client Services team and contributing to our customer-first culture.
Tailor Your CV: Make sure to customise your CV to highlight relevant experience and skills that align with the job description. We love seeing how your background fits with our values of seeking opportunity and nurturing each other.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so make sure your communication is easy to follow and showcases your problem-solving mindset effectively.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen to be part of our journey!
How to prepare for a job interview at Wealthtime
✨Know the Company Inside Out
Before your interview, take some time to research Wealthtime. Understand their values like 'Seek Opportunity' and 'Nurture Each Other'. This will help you align your answers with their culture and show that you're genuinely interested in being part of their team.
✨Showcase Your Customer Service Skills
As a Client Services Executive, you'll be the first point of contact for clients. Prepare examples from your past experiences where you've successfully handled customer queries or resolved issues. Highlight your ability to stay calm under pressure and communicate effectively.
✨Demonstrate a Proactive Mindset
Wealthtime values individuals who are proactive about improvement. Think of instances where you've identified a problem and taken the initiative to solve it. This could be in a previous job or even in your personal life—show them you're someone who doesn't wait for things to happen!
✨Prepare for Behavioural Questions
Expect questions that assess your teamwork and communication skills. Use the STAR method (Situation, Task, Action, Result) to structure your responses. This will help you articulate your experiences clearly and demonstrate how you can contribute positively to their team culture.