Client Services Executive – Wealth Management

A forward-thinking, expanding wealth management firm is seeking a Client Services Executive to join their established team. This role is ideal for someone with a background in financial services administration who thrives in a professional, client-focused environment and is looking for a long-term career within a high-quality firm.

Key Responsibilities:

• Provide comprehensive administrative support to Financial Planners and Paraplanners
• Manage new business processing and ongoing client servicing across pensions, investments, and protection
• Liaise with clients, providers, and internal teams to ensure smooth and efficient case progression
• Maintain accurate records and ensure all documentation is compliant and up to date
• Support client review preparation and general back-office processes

Requirements:

• Experience in a similar client services or IFA administration role
• Knowledge of financial products including pensions, investments, and protection
• Strong organisational skills and excellent attention to detail
• Professional, client-centric approach and strong interpersonal skills
• Confident using industry platforms and CRM systems



What’s on Offer:

• Competitive salary and benefits
• Supportive team culture with excellent career development opportunities
• Exposure to a wide range of clients and financial planning cases
• Hybrid working options and a modern, professional working environment