Lockhart Capital is 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: The successful candidate will receive a Salary of up to £35,000 Per Annum Other benefits include: 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: Relevant Skills/Experience Experience required: Ideally, 2 to 5 years of proven experience in a financial planning business. 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.