Client Service Executive

3 days ago


Leatherhead, United Kingdom Optima Recruitment Full time

Our client, a prestigious wealth management practice based in Surrey is looking for an outstanding Client Service Executive who has the diligence to become a value member of a client focused financial planning firm.

Our company works with a range of clients, mainly HNW and offers an on-going service so they long term ambitions and goals can be achieved.
- Assist the Financial Planner with all preparatory client analysis and recommendations
- Pro-actively review the client’s financial arrangements with regard to pension, investment and general insurance policies/plans
- Assist with the preparation of all suitability letters and implementation reports
- Draft all in-house reports and recommendations for the Financial Planner to check
- Lead the annual review of client tax allowance planning
- Act as a primary point of client contact
- Speak to clients to obtain all personal financial information
- Attending client meetings when required
- Work with your Client Service Assistant to ensure all work is carried out in a timely manner
- Dealing with client correspondence within SLAs
- Responsible for client record keeping accuracy and completeness in the office’s database system
- Using the office’s computerised diary and task allocation system

**Person Specification**:

- Previous experience at an Advisory or Wealth Management Firm
- Must have a minimum of 2 industry recognised exams
- A high standard of proficiency with Microsoft Office products
- Competent and capable individual with a can-do attitude
- Strong verbal and non-verbal communication skills
- Confident with numbers, precise and accurate in documentation and record-keeping
- Pro-active, highly-organised and efficient to enable you to prioritise effectively
- Able to meet deadlines and work well under pressure
- Confident in dealing with people at all levels

**Additional Information**:

- Based in Leatherhead
- Monday to Friday, 9-5.30
- £26,000 - £28,000
- 22 days holiday plus bank holidays
- Free parking

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Optima Recruitment acts as both an 'Employment Agency’ & 'Employment Business’ providing recruitment services throughout Surrey.



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