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Client Relationship Executive

Circa £25,000 DOE
Financial Services
Degree Discipline & Classification
Educated to The Graduate standard
UCAS Points
Job Ref

About Our Client

Our client is an innovative private wealth management firm at the leading-edge of the financial planning industry. A small and fast-growing firm, specialising in working with professionals and business owners. They help their clients to visualize their financial future, plan to achieve their lifestyle goals and manage their assets to minimise tax, create, protect and preserve wealth.

They provide a comprehensive, wealth management service, which is tailored to individual requirements. Amongst many other products and services, these solutions can include lifestyle financial planning and wealth management, investment strategy, tax planning, estate preservation and specialist pension services.

With a significant client base and over £100 million of funds under management, their long-term working relationships are testament to the service and advice that they provide. As a firm, they believe in serving their clients at the highest professional and ethical standards, and are proud of our 99.9% client-retention rate. As a Chartered Financial Planning Firm, fewer than 5% of firms in the UK have advisors with the high-level qualifications held by within the company


Roles & Responsibilities

Our client is looking for a bright, conscientious experienced individual to join the client relationship & administration team.  The role is extremely varied and will provide lots of opportunities to develop new skills in a friendly firm which has a culture underpinned by continuous learning and improvement.

The core responsibilities of the role are to develop long term relationships with the firms’ clients and to support the financial advisers and paraplanners with client servicing and administrative functions. This includes processing new business and liaising with external providers regarding new and existing clients.

Main Duties

  • To maintain strict confidentiality in relation to the work under taken and ensure that all confidential material is stored according to policies and procedures.
  • Promote and support best working practices
  • Deliver training to new employees as defined in the company’s business processes.
  • Processing new business including obtaining initial quotations, checking and sending off application forms, monitoring and chasing all outstanding items, and issuing policy documentation on completion.
  • Preparing client valuations – gathering details of client holdings and updating database accordingly.
  • Carry out research into possible solutions for clients
  • Build and maintain relationships through close communication (both written and verbal) with internal consultants, insurance companies/providers and clients.
  • Creating and maintaining clients’ files with records
  • Meet and greet clients
  • Carry out other duties which fall within the broad spirit, scope and purpose of this job description and which are commensurate with the post
  • Maintain appropriate CPD

Skills Required

Qualifications/Knowledge/Experience required

  • Be computer literate, competent with Word, Excel, Outlook, etc
  • Be an experienced financial services administrator
  • Excellent written and oral communication skills
  • Excellent analytical and numerical skills
  • Excellent time management, organisational and record keeping skills
  • Ability to liaise in a professional and concise manner
  • Have at least 2 years’ experience working within an independent wealth management or financial planning firm.
  • Comprehensive industry experience/knowledge-pensions, investments and taxation etc

Personal Attributes

  • Passionate about helping other people
  • Have accuracy and pride in your work
  • Have an interest in financial markets
  • Can work on your own initiative and as part of a team
  • Friendly and approachable
  • Excellent communication skills -both verbal and written
  • Outstanding organisational skills
  • Be a good “team player”
  • Able to manager and prioritise/deadlines.
  • Have a methodical, ordered and structured approach to tasks.


  • Certificate in Financial Administration
  • Certificate in Financial Planning


  • Employer Pension Contribution
  • Performance Bonus
  • Exam Support
  • Death in Service
  • Health Cash Plan

HOURS OF WORK: Monday – Friday 09:00 to 17:00 – The role will be a hybrid, with home and office working

HOLIDAY: 20 days holiday plus an additional 3 days over the Christmas period & bank holidays

Please do contact us for more information or visit our Linkedin page.


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