Client Executive

Job Purpose

You will work collaboratively with Financial Planners and other Support team to support a wide variety of administrative tasks to ensure clients receive an exceptional level of service.

Key Responsibilities & Accountabilities .

. Support business requirements with processing and submitting the applications including pensions, life protection and investment business.

. Process trade request and prepare the trade submission.

. Prepare and support the Regular Review meetings.

. Dealing with correspondence and telephone enquiries from clients.

. Accurately record and update plan or client information on CRM system.

. Build and manage Client relationships in support of the Planner.

. Maintain the accuracy of the client's records in accordance with Compliance requirements, via the firm's systems and processes.

. Maintain required Service Level Agreements on workload turnaround.

. Gain a deep understanding of company's proposition, processes, and procedures.

Person Specification

Qualifications

. Diploma in Financial Planning/Regulated Financial Planning or equivalent (desirable).

Experience

. Relevant experience in a supporting/administration role within a financial service setting.

. Experience working in a client-facing role.

Knowledge

. Good working knowledge in areas such as pensions, investments, and protection.

. Knowledge and understanding of Product Provider online systems.

. Working knowledge of financial services products, rules and regulations.

Skills & Qualities

. Ability to build and maintain excellent stakeholder relationships within all aspects of the business.

. Excellent interpersonal and client care skills

. Well organised and excellent time management skills

. Ability to work efficiently under pressure and under tight deadlines.

. Possess high levels of focus and a keen eye for detail.

. Ability to work on your own initiative and effectively prioritise.

. Adaptable, proactive, and enthusiastic