JOB DESCRIPTION:

Our client, a financial planning firm in London, is recruiting for a Client Services Executive to join their team on a 12 month fixed term contract basis.
Working closely with Financial Planners, you’ll coordinate workflows, maintain high standards of client communication, and support the smooth running of investment and financial planning operations.
This is a full-time position and offers hybrid working.

SKILLS/EXPERIENCE:

• Previous experience in a client services or financial planning support role
• Strong organisational and time management skills, with the ability to manage multiple priorities
• Excellent written and verbal communication
• Knowledge of financial services administration; DFM knowledge is a plus
• Understanding of regulatory standards and a client-first mindset
• CII qualifications are advantageous but not essential

• Proactively engage with clients on behalf of Financial Planners to progress ongoing work
• Assist with the preparation of financial advice related to investments, pensions, and estate planning
• Coordinate and schedule annual client reviews and maintain service continuity
• Support new business applications, ensuring accuracy and timeliness
• Maintain CRM systems and ensure all client records meet compliance standards
• Communicate with internal teams and external providers to deliver seamless client service
• Provide general administrative and project support to the Financial Planning team
• Adhere to all compliance requirements, including AML, MiFID II, and complaints handling
  Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
  Job reference: 16126
  To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
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  Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.