Client Services Executive

2 months ago


Cobham UK, Surrey, United Kingdom Antony George Recruitment Full time

A boutique Financial Planning and Wealth Management firm that provides financial planning and investment management services to a select group of discerning, high-net-worth bespoke families.


Package Details:

• Competitive salary

• Flexible working: 3 days office, 2 days WFH

• Pension scheme

• Employee Benefits: 4x DIS plus income replacement policy 75% of Salary

• Bonus scheme

• 25 days holiday + bank holidays


Purpose of the role:


As Client Services Executive, your role will be to assist our Founding Partners and Directors by providing full administrative support and maintaining close contact with clients to deliver a professional, compliant, and effective service.


Duties and Responsibilities:


Your duties will include but not be limited to:

• Provide an excellent service to clients, both external and internal, together with third-party providers.

• Develop and maintain effective relationships with clients, colleagues and third parties.

• Ensure processes are followed; tasks include end-to-end management of account opening, onboarding, and transfer processes, consulting with operations teams where appropriate, processing client payments and account amendments.

• Arrange client meetings to support the adviser.

• Ensure that financial transactions are completed correctly and files are fully FCA compliant.

• Manage and track pipeline activity providing regular updates to both the client and the adviser(s).

• Contact and liaise with the relevant product providers/third parties.

• Be aware and act upon any compliance, risk, and quality issues.

• Provide recommendations/improvement ideas to increase operational efficiencies within the team.

• Maintain and build good relationships with the team and wider team.


The Ideal Employee:


Experience required:

• Ideally, 2 to 5 years of proven experience in the financial services industry.


Skills

• Strong Ethic of Client Service

• Ability to work under pressure and prioritise work

• Friendly, open, positive, and polished demeanour.

• Naturally can build good relationships with Partners, Clients, and 3rd parties.

• Organisation and prioritisation skills.

• Has excellent time management skills and experience of successfully achieving deadlines and working without close supervision.

• Excellent verbal and written skills with an eye for detail.

• Professional approach.

• “Can do” attitude, enjoy contributing and willing to go the extra mile.

• Confident in using various IT systems, especially MS Word, Adobe Sign and CRM’s.

• Excellent time management skills and experience of successfully achieving deadlines and working without close supervision.

• Ability to use judgement and reasoning to propose solutions to problems.

• Enjoys having fun



  • Cobham, UK, Surrey, United Kingdom Bodyset Full time

    We are looking for an experienced receptionist to join our team and work at our newly opened flagship clinic.You will work alongside an expanding clinical team and will be responsible for supporting clients locally and assisting with administration tasks and patients’ bookings.The position will act as an initial point of contact so the applicant should be...


  • Cobham, Surrey, United Kingdom Antony George Recruitment Full time

    A boutique Financial Planning and Wealth Management firm is seeking a highly skilled Client Services Executive/Administrator to join their team.Job Summary:The ideal candidate will have a proven track record of providing exceptional client service and administrative support in a fast-paced financial services environment.Key Responsibilities:Provide...

  • Private Client Lawyer

    4 weeks ago


    Cobham, Surrey, United Kingdom Douglas Scott Legal Recruitment Full time

    We are seeking a highly skilled Private Client Solicitor to join our team at Douglas Scott Legal Recruitment. The successful candidate will have a strong background in private client law, with a focus on wills, trusts, probate, and estate planning.Key Responsibilities:Provide expert advice to clients on all aspects of private client law.Draft and review...

  • Executive Chef Lead

    7 days ago


    Cobham, Surrey, United Kingdom Young's Pubs Full time

    About the RoleWe are seeking a highly skilled and experienced Executive Chef Lead to join our team at The Bear, Cobham.Salary InformationThe salary for this role is £38,000 - £45,000 per annum, depending on experience.Job DescriptionAs an Executive Chef Lead, you will be responsible for leading and developing a team of chefs, creating menus and specials,...


  • Cobham, Surrey, United Kingdom Hilton Hotels Full time

    Unlock Your Potential with Hilton HotelsAbout the RoleA Group, Conference and Events Executive will maximise revenue opportunities in the areas of group reservations, conferences and events by driving sales leads and increasing conversions.Key ResponsibilitiesReceive and convert incoming enquiries to achieve targets and maximise revenueSeek opportunities to...


  • Cobham, Surrey, United Kingdom Bupa - Care Homes Full time

    Company Overview: Bupa is a leading healthcare provider dedicated to helping people live longer, healthier lives. Our care homes offer a warm and welcoming environment for residents to thrive.Salary: £30,000 - £40,000 per annum, depending on experience.Job Description: We are seeking an Executive Chef Coordinator to join our kitchen team. In this role, you...


  • Cobham, Surrey, United Kingdom Hilton Worldwide, Inc. Full time

    Job DescriptionGuest Relations ManagerHilton CobhamAs a Guest Relations Manager, you will be the main point of contact for VIP Guests and ensure hotel departments are fully briefed on their requirements. You will seek verbal feedback from customers on a regular basis and respond to all Guest queries in a timely and efficient manner.Key ResponsibilitiesMeet,...


  • Cobham, Surrey, United Kingdom Hilton Worldwide, Inc. Full time

    Job OverviewWe are seeking a skilled Customer Service and Guest Experience Manager to join our team at Hilton Worldwide, Inc.Key Responsibilities:Provide exceptional customer service and ensure a high level of satisfaction for hotel guests.Serve as the main point of contact for VIP guests and ensure hotel departments are fully briefed on their...


  • Cobham, Surrey, United Kingdom Holroyd Howe Full time

    Job OverviewWe are seeking an experienced and creative Executive Pastry Chef to join our team at a prestigious independent school in the beautiful Surrey countryside.This is an excellent opportunity for a passionate and aspiring pastry chef who is eager to advance their career. If you are enthusiastic about leading teams and creating exceptional dining...


  • Cobham, Surrey, United Kingdom Young's Full time

    About The Bear, CobhamWe are a renowned hospitality group offering exceptional dining experiences in our picturesque locations.Salary Estimate: £25,000 - £35,000 per annumJob Description:As an Executive Pastry and Kitchen Leader at The Bear, you will play a pivotal role in delivering high-quality food and excellent service to our discerning guests. You...


  • Cobham, Surrey, United Kingdom Douglas Scott Legal Recruitment Full time

    As a Senior Private Client Solicitor, you will be responsible for advising clients on all aspects of private client law, including wills, trusts, probate, and estate planning.This role is ideal for a qualified solicitor with strong technical knowledge of wills, trusts, probate, and tax planning, who can provide expert advice to clients in South West...


  • Cobham, Surrey, United Kingdom Fintelligent Search Full time

    Senior Mortgage Adviser RoleWe are seeking an experienced Senior Mortgage Adviser to join our team at Fintelligent Search. As a Senior Mortgage Adviser, you will be responsible for advising high net worth clients, LTD company Directors, and property entrepreneurs on comprehensive financial services.Key Responsibilities:Advise on mortgage applicationsDevelop...


  • Cobham, Surrey, United Kingdom Antony George Recruitment Full time

    Job SummaryWe are seeking an experienced Client Services Executive to join our team at Antony George Recruitment. This is a fantastic opportunity to work in a boutique Financial Planning and Wealth Management firm that provides financial planning and investment management services to discerning, high-net-worth families.

  • Executive Chef

    4 weeks ago


    Cobham, Surrey, United Kingdom Platinum Recruitment Consultancy Full time

    Job Role: Senior Chef de PartieLocation: CobhamEmployer: Independent SchoolSalary / Rate of pay: £24,336Platinum Recruitment Consultancy is working in partnership with an independent school in Cobham who are looking for a Senior Chef de Partie on a full-time basis.Why Choose Our Client?Our client, an independent school based in Cobham, is seeking a...


  • Woking, UK, Surrey, United Kingdom MaxAd Fixed Fee Recruitment Full time

    Up to £50,000 + Great BenefitsAre you an experienced C-suite Executive Assistant keen to avoid the repetitive, long commute into London?In order to provide comprehensive support to the CEO in all aspects of business operations within the practice, including ad-hoc personal support when required, a highly organised and experienced Executive Assistant,...


  • Woking, UK, Surrey, United Kingdom MaxAd Fixed Fee Recruitment Full time

    Up to £50,000 + Great BenefitsAre you an experienced C-suite Executive Assistant keen to avoid the repetitive, long commute into London?In order to provide comprehensive support to the CEO in all aspects of business operations within the practice, including ad-hoc personal support when required, a highly organised and experienced Executive Assistant,...


  • Cobham, Surrey, United Kingdom JoJo Maman Bébé Full time

    About the Role:We are seeking a highly skilled and enthusiastic Customer Service Representative to join our team at JoJo Maman Bébé. As a key member of our sales floor team, you will provide exceptional customer service, build strong relationships with our clients, and contribute to a positive and productive store environment.Main Responsibilities:Provide...


  • Cobham, Surrey, United Kingdom Estée Lauder - Brand Full time

    As a Sales and Service Leader at Estee Lauder, you will play a pivotal role in driving sales turnover and market share through exceptional consumer focus.The Account Manager is responsible for supporting the Brand by consistently delivering excellent service and retail standards.Key responsibilities include:Reflecting a credible and professional Brand image...

  • Executive Chef

    4 weeks ago


    Cobham, Surrey, United Kingdom Blue Arrow Full time

    Sous Chef Job DescriptionWe are seeking a talented and experienced Sous Chef to join our team at Blue Arrow. As a key member of our kitchen staff, you will be responsible for assisting the Head Chef in the preparation and presentation of high-quality meals for our clients.Key Responsibilities:Assist the Head Chef in menu planning and food...


  • Cobham, Surrey, United Kingdom Holroyd Howe Full time

    We are seeking an experienced Catering Assistant to join our team at Holroyd Howe, a leading contract caterer providing innovative food services to independent schools and colleges.The ideal candidate will have a background in exceptional food catering services and a passion for creating delicious dining experiences that fuel young minds and ignite taste...