Client Services Executive

Job Details

Reference ID 1826
Vacancy Location Castle Bromwich
Job sector
Job type
Remuneration Salary of £24,000 - £28,000 plus quarterly bonuses and annual bonuses


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
  • 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
  • Assist the team with preparation of annual reviews and portfolio
  • Liaising with clients, introducers, providers and other third

Client Services Executive

  • 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

  • Salary of £24,000 – £28,000 plus quarterly bonuses and annual
  • Plus, 3% & 5% pension contribution, 4x DIS, 23 days holiday
    plus bank holidays and your birthday off and financial support towards
  • 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!


Castle Bromwich

Call us now on 0208 0044 154 or click Apply

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