Open role
Client Service Executive
- Aggregated by CV-Library
- Swindon
- Permanent
- Full Time
- £32,000 - £40,000 Per Annum
Job Description
We here at Siamo Recruitment are working with a leading financial practice making great strides across the UK. Showing continuous growth our client is looking for a driven and client focussed Client Service Executive to bridge the gap for their clients between them and the Financial Advisers.
Within this role as the Client Service Executive, you will touch all areas of the business including relaying financial advice to their customer base.
Our client, a leader in their market is focussed on onboarding a talent looking for accountability, responsibility, investment and with the ability to prioritise customer experience in every step.
What does our clients benefits scheme include?
Up to a 20% annual bonus scheme (performance based)
Professional investment plans for relevant courses, exams and industry training materials
25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell)
Annual salary reviews
Private medical insurance and life cover available
Recruitment referrals bonus
Hybrid working offering 2 days from home post probation
Early finish Friday's, Christmas shutdowns, summer and winter events and additional time off on your birthday
Free on-site parking
This Client Service Executive role will hold the below responsibilities:
Assist and manage queries which arise that are of a technical nature, liaising with the Advisers where appropriate, to deliver consistent and detailed responses
Ensure that all of the relevant due diligence is complete prior to a case being submitted for Paraplanning
Ensure client outcomes are at the forefront of every task to make sure client satisfaction is kept to a high standard
Act as a conduit between the Advisers and the office to redirect the bulk of queries so that Advisers can focus on business opportunities
Aid colleagues when technical queries arise, whilst always remaining compliant
Ensure prospect cases are monitored and update where necessary
Ensure reviews are being completed in line with our client review strategy
The ideal candidate for this Client Service Executive role will hold the below experience, skills and qualifications:
Prior exposure in the role or likeminded support role
Exposure working alongside FA’s and Paraplanners
Required to hold (or studying towards) Level 4 financial planning credentials
Understanding of investments and pensions
Ability to confidently manage internal and external relationships
Ability to work autonomously, remotely and within a team
Experience in maintaining systems, processes and procedures
Up to date knowledge of regulation, legislation and taxation
Full UK Driving License and Own Vehicle
Within this role as the Client Service Executive, you will touch all areas of the business including relaying financial advice to their customer base.
Our client, a leader in their market is focussed on onboarding a talent looking for accountability, responsibility, investment and with the ability to prioritise customer experience in every step.
What does our clients benefits scheme include?
Up to a 20% annual bonus scheme (performance based)
Professional investment plans for relevant courses, exams and industry training materials
25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell)
Annual salary reviews
Private medical insurance and life cover available
Recruitment referrals bonus
Hybrid working offering 2 days from home post probation
Early finish Friday's, Christmas shutdowns, summer and winter events and additional time off on your birthday
Free on-site parking
This Client Service Executive role will hold the below responsibilities:
Assist and manage queries which arise that are of a technical nature, liaising with the Advisers where appropriate, to deliver consistent and detailed responses
Ensure that all of the relevant due diligence is complete prior to a case being submitted for Paraplanning
Ensure client outcomes are at the forefront of every task to make sure client satisfaction is kept to a high standard
Act as a conduit between the Advisers and the office to redirect the bulk of queries so that Advisers can focus on business opportunities
Aid colleagues when technical queries arise, whilst always remaining compliant
Ensure prospect cases are monitored and update where necessary
Ensure reviews are being completed in line with our client review strategy
The ideal candidate for this Client Service Executive role will hold the below experience, skills and qualifications:
Prior exposure in the role or likeminded support role
Exposure working alongside FA’s and Paraplanners
Required to hold (or studying towards) Level 4 financial planning credentials
Understanding of investments and pensions
Ability to confidently manage internal and external relationships
Ability to work autonomously, remotely and within a team
Experience in maintaining systems, processes and procedures
Up to date knowledge of regulation, legislation and taxation
Full UK Driving License and Own Vehicle