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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.
This Client Services Executive job in Birmingham is well suited to current IFA Administrators looked to join a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs. The business has a high staff retention and prides itself on developing their internal talent. As a Client Services Executive, you will be closely supporting their Financial Advisers through undertaking administrative duties to aid their workflow. As such, your responsibilities will include: Submitting cases for life, investment, platform and pension business Maintaining up to date records for all trackers and spreadsheets Utilizing Intelligent Office tools for new business, top ups, policy variations etc Oversee management of annual reviews and portfolio reviews that are due Assist the team with preparation of annual reviews and portfolio reviews Liaising with clients, introducers, providers and other third parties Client Services Executive Requirements You should have 2 years' experience within Financial Services and have worked within an IFA practice You should have experience using Intelligent Office and confident using MS Office You should have experience of writing good reports The Company This independent financial advice group has grown significantly since its inception in 2012, through acquiring smaller IFA's plus organic growth by developing accountancy connections and various marketing initiatives. Their team of 10 Financial Advisers services over £500m FuM with desire to grow further Client Services Executive Benefits Salary of £24,000 - £28,000 plus quarterly bonuses and annual bonuses Plus, 3% & 5% pension contribution, 4x DIS, 23 days holiday plus bank holidays and your birthday off and financial support towards exams Hybrid role with 2 days from home post probation Working hours of Monday to Friday, 9am - 5pm Free onsite parking This company has previously organised team building events with overseas trips! Location Castle Bromwich Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.