Financial Services Client Executive

Job Title: Financial Services Client Executive

Contract: Permanent

Hours: Full Time, 37.5 hours, Monday to Friday, 9:00am to 5:00pm

Location: Near Solihull, hybrid working

Salary: £30,000 - £35,000 per annum plus an attractive bonus scheme

Benefits: 25 days holiday plus bank holidays, death in service x 4 salary, 4% pension contributions/matched, employee assistance scheme and up to £150 for eye tests/eye wear.

Are you an experienced financial professional, who has the ability to complete high-quality administration tasks as well as provide client service support? An exciting opportunity has arisen for a Financial Services Client Executive to join a well-established financial services company, based in their beautiful rural office. The ideal candidate will play a crucial role in maintaining and expanding current client business, as well as attracting new clients. You will also assist with administrative tasks including report writing, pre-meeting preparation and updating cash flow models. If you're ready to make a meaningful impact in a dynamic setting, this opportunity is perfect for you!

Duties include:

• Providing hands-on client support to maintain existing relationships and to bring new clients on board.
• Handling incoming calls confidently and effectively, maintaining professional communication with clients.
• Conducting thorough analysis of client needs, developing cash flow models as needed, and accurately documenting client data.
• Preparing client reviews, assessing investment performance, and producing relevant reports.
• Addressing general client enquiries and attending client meetings when necessary.
• Preparing pre-meeting and post-meeting follow-up.
• Managing advisor expectations and serving as a communication liaison for the administration team.
• Assisting clients and advisers by researching and analysing client needs.
• Tracking cases to ensure timely and accurate updates on all ongoing work.
• Organising new business files, maintaining client files and back-office IT records.
• Assisting with developing financial planning solutions encompassing investment, retirement, tax, and estate planning.
• Welcoming and assisting clients and visitors.

Skills and experience required:

• Previous experience within an IFA or Wealth Management environment.
• Previous experience with or knowledge of research systems e.g. Voyant.
• Knowledge of final salary pension transfer market would be desirable.
• A high degree of self-management and initiative.
• Strong IT skills including Microsoft Office, Excel and Word.
• Confident in communicating with both clients and colleagues.
• Mathematically minded with strong numeracy skills.
• Excellent organisation skills.
• Strong attention to detail and accuracy.
• Excellent time management, with the ability to work to deadlines.
• The ability to work in a discreet and confidential manner.

If you feel that you have the necessary skills and experience required to fulfil this role, apply or get in touch for more information.

If successful, one of our consultants will be in touch via phone or email for a confidential conversation about your experience, skills and suitability for the role. Please check your spam folder for any missed communication from us and ensure your contact details are up to date.

If you are already registered with Tirebuck Recruitment or Allocate Recruitment, please contact your consultant to discuss suitability for this position. Tirebuck Recruitment and Allocate Recruitment only operate in the UK and can only process applications from candidates who are currently eligible to live and work in the UK. We operate a strict equal opportunities policy. Tirebuck Recruitment and Allocate Recruitment are divisions of Tirebuck Recruitment Ltd. Tirebuck Recruitment Ltd acts as an employment agency for permanent recruitment and an employment business for temporary recruitment as defined by the Conduct of Employment Agencies and Employment Business Regulations 2003.

If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.