This is an excellent opportunity to join the team as a Client Services Executive on a full-time permanent basis
They are committed to delivering exceptional service to their clients while cultivating an environment where employees feel valued, supported, and driven to grow. Innovation, development, and excellence are at the heart of everything they do.
You’ll be someone who takes real pride in delivering an exceptional service experience, building strong relationships, and ensuring clients always feel valued and supported. Competitive salary
~ Hybrid working opportunities
~ Contributory pension scheme
~ Medical cash plan scheme
~ Discounts on products and services
~ Annual bonus
~ Christmas party and summer events
~ Additional holiday days for long service
~25 days annual leave plus 8 bank holidays
~ Buy and sell an extra 5 days of holiday
~ Gifted birthday holiday day
~ Employee referral bonus scheme
~ Discounted gym access
~ Discounted financial advice
~ Referral schemes
Delivering excellent customer service and maintaining strong relationships with advisers, clients, and support teams
Completing pre-populated forms, conducting AML checks and fact finds
Adhering to internal policies and FCA guidelines
Experience within a Financial Services IFA support role
Working knowledge of a variety of financial products, including pensions, investments, and protection
Experienced using all Microsoft applications, including Word, Excel, Teams and Outlook
GCSE level A-C/5-9 in English and Maths
A copy of your passport, birth certificate and NI number will be required, as part of your interview process.