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This Client Services Executive job in Birmingham is well suited to current IFA Administrators looked to join a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs. The business has a high staff retention and prides itself on developing their internal talent.
As a Client Services Executive, you will be closely supporting their Financial Advisers through undertaking administrative duties to aid their workflow. As such, your responsibilities will include:
- Submitting cases for life, investment, platform and pension business
- Maintaining up to date records for all trackers and spreadsheets
- Utilizing Intelligent Office tools for new business, top ups, policy variations etc
- Oversee management of annual reviews and portfolio reviews that are due
- Assist the team with preparation of annual reviews and portfolio reviews
- Liaising with clients, introducers, providers and other third parties
Client Services Executive Requirements
- You should have 2+ years’ experience within Financial Services and have worked within an IFA practice
- You should have experience using Intelligent Office and confident using MS Office
- You should have experience of writing good reports
The Company
This independent financial advice group has grown significantly since its inception in 2012, through acquiring smaller IFA’s plus organic growth by developing accountancy connections and various marketing initiatives. Their team of 10 Financial Advisers services over £500m FuM with desire to grow further
Client Services Executive Benefits
- Salary of £24,000 - £28,000 plus quarterly bonuses and annual bonuses
- Plus, 3% & 5% pension contribution, 4x DIS, 23 days holiday plus bank holidays and your birthday off and financial support towards exams
- Hybrid role with 2 days from home post probation
- Working hours of Monday to Friday, 9am - 5pm
- Free onsite parking
- This company has previously organised team building events with overseas trips!
Location
Castle Bromwich
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