Client Service Executive

2 weeks ago


Leatherhead, United Kingdom Blakemore Recruitment Full time

We are currently recruiting for a Financial Planning practice in Leatherhead who are looking to recruit a Client Service Executive.

They are looking for an outstanding executive who has the diligence and skills to become a valuable member of a client focused financial planning team. From the outset, through your commitment and talent you will make a significant contribution to the growthand ongoing success of our aspirational company.

**The Company**

The company is about a fresh innovative approach to high net worth personal financial planning. They are a growing organisation with a vibrant culture and strong vision for the future.

The Financial Success Programme, their unique financial planning process, starts by identifying an individual’s life-goals, long-term ambitions and ideals. They combine advice and on-going support to help our clients achieve these goals through state ofthe art investment portfolio construction;cashflow planning and modelling; pension and retirement planning; inheritance tax and estate planning and capital protection.

**The Role**

You will be engaged from the outset in proactively managing our client relationships. Below are some of the activities that you would be expected to undertake:

- 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 to ensure the delivery of the Financial Success Programme
- Dealing with client correspondence within SLAs
- Be responsible for client record keeping accuracy and completeness in the office’s database system
- Using the office’s computerised diary and task allocation system
- Assist with booking the Financial Planner appointments
- Undertake additional project work - as and when required

**The Skills**

You will be a competent and capable individual with a can-do attitude and the following skills:

- 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

**Requirements**:
Essential:

- The unrestricted right to work in the UK
- English at mother tongue or equivalent level
- 2 years + experience at an Advisory or Wealth Management Firm
- Minimum of 2 industry recognised exams
- A high standard of proficiency with Microsoft Office products

Desirable:

- Strong knowledge of Advisor Office and Voyant software



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