Client Services Executive

3 weeks ago

Birmingham, West Midlands, United Kingdom Reed Full time

Reed Financial Services are partnering with a Wealth Management Firm seeking a Client Services Executive to join their team. This role is integral to providing high-quality administration and client service support within the financial services sector. The ideal candidate will have a strong understanding of compliance requirements and a commitment to maintaining professional and ethical standards.

  • Job Type: Full-time
  • Location: Birmingham
  • Salary: negotiable upon experience

Day to Day of the role:

  • Carry out all interactions with customers professionally and courteously.
  • Conduct product and market research to support client service activities.
  • Maintain accurate documentation and ensure compliance with company procedures.
  • Keep up to date with product, legislative, and technical changes relevant to the role.
  • Perform general administration tasks for Life, Investment, and Pensions, including processing applications and policy variations.
  • Update and maintain trackers/spreadsheets as required.
  • Liaise with clients, solicitors, accountants, and providers effectively.
  • Address administration enquiries and provide training and mentoring to apprentice staff.
  • Prepare and oversee platform transactions and withdrawals.
  • Generate and present quotations for life, investment, and pension products.
  • Ensure all files are compliant and maintain necessary compliance documents.
  • Manage Group Scheme Renewals and Auto Enrolment schemes, providing ongoing support.

Required Skills & Qualifications:

  • Detailed knowledge of the firm’s administration and client service requirements.
  • Understanding of advice provision in a compliant manner as detailed in the firm’s compliance manual and procedures.
  • Familiarity with Financial Services and Markets Act 2000 and relevant FCA rules.
  • Proficiency in general administration, technical knowledge, and qualifications for the job role.
  • Experience with back-office systems, preferably IO, and working knowledge of EIM platforms.
  • Ability to maintain CPD and record it accurately.

Benefits:

  • Competitive salary based on experience and qualifications.
  • Opportunities for career growth and professional development, including the potential to work towards IFA status.
  • Collaborative and supportive team environment.
  • Contributory pension scheme.

To apply for the Client Services Executive position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.

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