Overview
Client Executive - Truro (Hybrid: 2 Days from Home)
Salary: Up to £35,000 (DOE)
We're looking for a motivated, detail‑driven Client Executive to join our Financial Planning team in Truro. If you're passionate about delivering first‑class client service and enjoy supporting clients in a professional, regulated financial services environment, this could be the ideal next step in your career.
In this role, you'll provide vital administrative and relationship support to our Financial Planners and Paraplanners. You'll play a key part in ensuring clients receive a seamless, efficient and highly professional service at every stage of their journey. As a first point of contact for many client queries, you'll help build trusted and long‑lasting client relationships.
Alongside a competitive salary and hybrid working, you'll benefit from excellent training, development opportunities and the chance to progress within a supportive, team‑focused environment.
What You'll Be Doing Day to Day
* Acting as the first point of contact for non‑advice client queries
* Building strong client relationships and maintaining regular communication
* Managing end‑to‑end processing of investment, pension and protection business
* Ensuring all work meets FCA requirements and internal compliance standards
* Maintaining accurate client records and supporting audit and file‑check activity
* Working closely with Financial Planners, Paraplanners and product providers
* Preparing review packs, meeting documentation and client correspondence
* Booking and coordinating client meetings, including follow‑up actions
* Assisting clients with application forms when needed
* Supporting workflow management, team meetings and ongoing process improvements
* Helping to onboard and train new team members
* Managing your workload independently and escalating issues proactively
About You
* Client‑focused, professional and confident in your communication
* Highly organised with outstanding attention to detail
* Comfortable working independently within set processes
* A collaborative and supportive team player
* Discreet and professional when handling sensitive information
* Skilled at problem‑solving and offering practical solutions
* Empathetic, patient and adaptable when dealing with complex situations
* Proactive and eager to grow your skills and knowledge
* Around 2 years' experience in financial services administration (ideally IFA or professional services)
* Knowledge of FCA regulations, AML requirements and general compliance
* Familiarity with CRM systems such as Intelliflo
* Understanding of financial products and investment/pension platforms
* Progress toward a CII Level 3 qualification (or similar)
What’s on Offer
* Salary up to £35,000, depending on experience
* Hybrid working: up to 2 days per week from home
* Supportive, collaborative team environment
* Excellent career development and progression opportunities
* A strong focus on wellbeing, flexibility and professional growth
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