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Client Experience Executive - Wealth Management

  • Location:

    City of London, London

  • Sector:

    Financial Services

  • Job type:


  • Salary:

    Up to £27000 per annum

  • Contact:


  • Contact email:

  • Job ref:


  • Published:

    11 months ago

  • Expiry date:


  • Startdate:


Job Description

Do you have Client support experience within Wealth Management or Pensions?

My client based in the City of London is urgently recruiting for 2 Client Experience Executives who MUST have experience with Wealth Management or Pensions to join their busy and growing team

The key skills they are looking for are

  • Previous experience working in an administrative role within an advisory environment.
  • Good knowledge of pensions and investments.
  • Strong track record developing and maintaining good working relationships with clients, Partners.
  • Excellent knowledge of Microsoft Office packages including Word, Excel and Outlook.
  • Commitment to pass basic financial industry exam within 3 months of employment (internal exam).

    Your main duties will be
  • Manage relationship with Partners and become their first point of contact on any queries.
  • Collate all documentation and ensure that the New Business pack is complete prior to submitting applications to providers.
  • Obtain regular updates from the providers until the plan is in force or the investment has been made, keeping the client and Partner updated.
  • Input any electronic applications forms as required.
  • Liaise with Partners and Paraplanners to ensure that we are able to deliver against a client's expectations and highlight any concerns or potential issues.
  • Provide general day to day support to the Private Client Services Manager and all relevant Partners.
  • Prepare personalised client packs for Partners prior to client meetings.
  • Obtain information from providers on clients existing financial arrangements.
  • Input all client information into the back office system and ensure all tasks are recorded and acted upon within the agreed timescales.

    The ideal candidate will have the following attributes
  • Excellent organisational and prioritisation skills with the ability to handle multiple tasks, work to tight deadlines and stay focused under pressure.
  • Confident having challenging conversations with Partners if necessary.
  • An articulate communicator.
  • Outstanding telephone manner with the ability to build rapport quickly.
  • Honesty, integrity and ability to maintain confidentiality.
  • Hard working and responsive to the need to deliver a high quality support service.
  • Attention to detail and high standards of work.
  • Team player but must be able to work independently and use own initiative.

    This is a very urgent requirement and my client would be open to looking at applicants looking for Temporary or permanent roles- so please apply asap


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