Meraki Talent are working with a prestigious and highly respected wealth management firm to appoint a Client Services Executive. This is an excellent opportunity for a detail-oriented and client-focused individual who thrives in a fast-paced, collaborative environment and is keen to develop within the financial services sector.
Key Responsibilities
* Act as a first point of contact for client queries, supporting Financial Planners with high-quality service
* Prepare financial advice documentation across investments, pensions, and estate planning
* Schedule and manage annual client reviews and follow-up actions
* Maintain accurate client records in line with MiFID II and internal compliance standards
* Process new business applications and liaise with Investment Managers and providers
* Support team communications, assist with ad hoc projects, and provide cover across offices as needed
Background & Experience
* Experience in a similar client support or wealth management role
* Strong administrative skills and knowledge of financial services processes
* Excellent communication, organisation, and attention to detail
* Confident using Microsoft Office, particularly Word and Excel
* CII qualifications and DFM knowledge are beneficial but not essential
Benefits
* Discretionary bonus scheme
* Competitive pension contributions
* Private medical insurance
* Opportunities for career progression and professional development
* Friendly and collaborative working environment
If you or someone you know is interested, please do reach out to me at nick.nikitin@merakitalent.com or on
+44 20 4571 7392