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Client Relationship Executive – Financial Services

East Midlands, Northamptonshire
Degree Discipline & Classification
Educated to The Graduate standard- Relevant degree
UCAS Points
Job Ref
2005 Exp

About Our Client

This once in a lifetime graduate opportunity is perfect for a bright, focused and professional graduate looking to join the wealth management/financial services industry in a challenging and varied role, supported by professional qualifications and a comprehensive training program. You will use your excellent communication skills to liaise with clients on all levels as well as use your analytical, problem solving and project management skills to the test. The company are known for investing into their staff with support to study further qualifications and support them in their career goals.

An innovative private wealth management firm at the leading-edge of the financial planning industry, specialising in working with professionals and business owners. They provide a comprehensive, wealth management service which is tailored to individual requirements with a significant client base and over £60 million of funds under management. Their long-term working relationships are testament to the service and advice that they provide.

Roles & Responsibilities


The core responsibilities of the role are to develop long term relationships with the firm’s clients and to support our Financial Advisers with client servicing and administrative functions.  This includes processing new business, and liaising with external providers regarding new and existing clients.

  • To maintain strict confidentiality in relation to the work undertaken and ensure that all confidential material is stored according to policies and procedures.
  • 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 in to possible solutions for clients.
  • Build and maintain relationships through close communication (both verbal and written) with internal Consultants, insurance companies/providers and clients.
  • Creating and maintaining client files and records.
  • Meet and greet Clients.
  • Carry out any 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

  • Passionate about helping other people?
  • Have accuracy and pride in your work essential to you?
  • Have an interest in financial markets?
  • Can you work on your own initiative and as part of a team?
  • Excellent communication skills – both verbal and written.
  • Outstanding organisational skills.
  • Be a good “team player”.
  • Be able to work under their own initiative and manage priorities/deadlines.
  • Have a methodical, ordered and structured approach to tasks.


  • Relevant Degree
  • Maths and English GCSE C+
  • Knowledge of industry – sipps, gpps, pfw etc
  • Be computer literate, competent with Word, Excel, Outlook, etc.
  • Have experience from a placement or internship working within an independent wealth management or financial planning firm
  • Certificate in Financial Administration/Certificate in Financial Planning, or be prepared to work towards this within an agreed timescale.


  • 20 days holiday plus an additional 3 days over the Christmas period & bank holidays.
  • Employer Pension Contribution
  • Exam/qualification Support
  • Death in Service
  • Progression


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