Client Executive

**The Opportunity**

We are looking for a Client Executive to join our team to provide professional and efficient administration support to our clients and colleagues. As a member of our team, you will be passionate about providing the best service to our clients and enjoy working in partnership with your colleagues to ensure we deliver great outcomes.

As a Client Executive, you will be supporting one or more Financial Adviser with administration for our financial planning clients which will involve coordinating with your adviser and completing a variety of tasks.

We are looking for someone who is numerate, has strong attention to detail and enjoys working with information and data. You will demonstrate flexibility and willingness whilst enjoying the demands that come with working for a forward-thinking company. You will be willing to learn new tasks and have a keen interest in pursuing and developing your career within financial services.

**About the role**

As a Client Executive, you will provide administration support through the completion of various tasks which include but are not limited to:

- Arranging team meetings, client meetings and appointments
- Managing the post for your Adviser team
- Administering new client pensions, investment, and risk contracts
- Effectively liaising with product providers and partners
- Managing and finalising client documentation from start to finish
- Managing and coordinating annual client reviews which includes production of valuations
- Processing investments, fund switches and sales documentation within defined service level agreements
- Reviewing and completing investment transactions ensuring accuracy in line with original instructions
- Dealing with client queries
- Ensuring the back-office system is kept up to date
- To adhere to FCA regulations, internal policies and procedures at all times

This role is integral to enabling a first-class service to our financial planning clients. Training is available to support ongoing personal and professional development.

**About the role holder**

The focus of this job is the timely provision of administration services to our clients and colleagues. You will be comfortable with numbers and enjoy working with Microsoft Excel and other systems to produce thorough and accurate documentation. Methodical and organised, you will take pride in delivering high quality, detailed work that meets the needs of our clients and colleagues, always paying close attention to the details. You will be passionate about the role you play in helping us to achieve our goals. With a collaborative and supportive approach, you will be a trusted member of the team who is open to sharing ideas and knowledge with colleagues and peers.

Job knowledge is built through structured step-by-step training and positive, supportive coaching from management and peers. You may be working towards or already hold a Certificate in Regulated Financial Services with a keen interest to continue your professional development within financial services.

**Essential Criteria**
- Experience of working in an office environment, preferably financial services
- Fully conversant in Microsoft Office
- Proven Microsoft Excel skills
- Good communicator including digitally (camera's on)
- Attentive and methodical approach
- Organised and able to prioritise effectively
- Strong customer focus

**Desirable Criteria**
- Previous experience of working in financial services
- Certificate in Regulated Financial Services or equivalent professional financial services qualifications, either obtained or working towards
- Experience of using CURO

**Location**

The role will be based in the UK. Whilst our Head Office is based in Worthing, we also have offices in London, Exeter and Cheltenham.

We operate an agile working policy providing flexibility in terms of office hours and homeworking. This role is full-time (36.25 hours per week) but we are happy to talk flexible working.

**Benefits**
- 30 days holiday, plus bank holidays
- Christmas holiday
- Birthday holiday
- Pension scheme contribution
- Permanent health insurance
- Life insurance
- Agile working
- Family friendly benefit enhancements

**About the Company**

Our core purpose is to help people achieve financial freedom. From eight offices across the world, our award-winning team of experts help thousands of people with all aspects of tax, estate and financial planning from the completion of UK annual Tax Returns and the setting up of a valid UK Will to dealing with complex tax mitigation structures and designing a range of investment portfolios.

In 2021, we were delighted to be placed 5th in FT Adviser’s Top 100 Financial Advisers - a significant accolade that we are extremely proud of. In 2020, we were announced as winners in the International Adviser Best Practice Awards, achieving Overall Global Best Adviser, Best Adviser by Region in Europe, Excellence in Business Strategy in the UK and Excellence in Marketing in Sou