Client Services Executive

This Client Services Executive job in Bromsgrove provides opportunity to join a well established IFA firm and focus on providing excellent client liaison and relationship management supportApply below after reading through all the details and supporting information regarding this job opportunity.You will be assisting their Financial Advisors with administrative and technical support, ensuring clients receive the right outcomes and great service. Your responsibilities will include:Client liaison acting as the first point of contact for client queriesRelationship management working closely with the Financial Advisors to identify upcoming and outstanding tasks and see them through to completion, keeping the client and IFA informed throughoutLiaising with providers chasing outstanding client requestsAdministration support provide technical and administrative support, such as preparing client documents, liaising with the Paraplanners and submitting new business casesMaintaining accurate client data keeping the systems up to date at all timesOur client are big advocates for internal development and progression and will support you with access to training and ways to develop, including paying for your professional qualifications.Client Services Executive RequirementsYou should have experience within a similar financial services support role with good knowledge of platformsYou should have experience with some platforms and financial products such as pensions, investments and pensionsYou should be comfortable using Microsoft Office and industry related softwareYou should have GCSEs in English and Maths at grade C / 5 or aboveClient Services Executive BenefitsSalary of 32,000 - 36,0003 days office based in Bromsgrove and 2 days from homeVaried working times available of 8am 4pm, 9am 5pm or 10am 6pm to suit your schedulePlus comprehensive benefits including, contributory pension scheme, DIS, discretionary bonus after full years service, option to buy and sell holiday, plus birthday off and additional holiday days for long service, Christmas and summer parties, health and wellbeing resources, shopping discountsThe business is committed to professional development for their team and will be open to facilitating your career plansLocationsBromsgroveLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.TPBN1_UKTJ

Created: 2025-10-07