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Reed Financial Services are partnering with a Wealth Management Firm seeking a Client Services Executive to join their team. This role is integral to providing high-quality administration and client service support within the financial services sector. The ideal candidate will have a strong understanding of compliance requirements and a commitment to maintaining professional and ethical standards.
- Job Type: Full-time
- Location: Birmingham
- Salary: negotiable upon experience
Day to Day of the role:
- Carry out all interactions with customers professionally and courteously.
- Conduct product and market research to support client service activities.
- Maintain accurate documentation and ensure compliance with company procedures.
- Keep up to date with product, legislative, and technical changes relevant to the role.
- Perform general administration tasks for Life, Investment, and Pensions, including processing applications and policy variations.
- Update and maintain trackers/spreadsheets as required.
- Liaise with clients, solicitors, accountants, and providers effectively.
- Address administration enquiries and provide training and mentoring to apprentice staff.
- Prepare and oversee platform transactions and withdrawals.
- Generate and present quotations for life, investment, and pension products.
- Ensure all files are compliant and maintain necessary compliance documents.
- Manage Group Scheme Renewals and Auto Enrolment schemes, providing ongoing support.
Required Skills & Qualifications:
- Detailed knowledge of the firm’s administration and client service requirements.
- Understanding of advice provision in a compliant manner as detailed in the firm’s compliance manual and procedures.
- Familiarity with Financial Services and Markets Act 2000 and relevant FCA rules.
- Proficiency in general administration, technical knowledge, and qualifications for the job role.
- Experience with back-office systems, preferably IO, and working knowledge of EIM platforms.
- Ability to maintain CPD and record it accurately.
Benefits:
- Competitive salary based on experience and qualifications.
- Opportunities for career growth and professional development, including the potential to work towards IFA status.
- Collaborative and supportive team environment.
- Contributory pension scheme.
To apply for the Client Services Executive position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
