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 proactivelyAbout You
You'll thrive in this role if you are:
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 knowledgeIt's an advantage if you also have:
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