Client Services Executive

Location: Caterham
Sector: Financial Planning / Wealth Management
Contract: Permanent Full time
Experience Level: Experienced Administrator / Client Support

Salary: £35,000 - £42,000 DOE

Overview

An established and professional private client financial planning firm is seeking an experienced Financial Planning Administrator to provide dedicated one-to-one support to a senior adviser. This is a key role focused on delivering exceptional service to a portfolio of high-net-worth private clients while supporting business growth and operational excellence.

The successful candidate will play a central role in client onboarding, ongoing servicing, and diary and workflow management, ensuring the adviser’s time is used as effectively as possible.

Key Responsibilities

• Provide proactive, high-quality administrative support to a senior financial planning professional
• Manage the end-to-end onboarding of new private clients, ensuring a strong first impression
• Collate, check and prepare client information and documentation for accuracy and completeness
• Act as a key point of contact for client enquiries via telephone, email and post
• Maintain a deep understanding of agreed service commitments and ensure they are consistently delivered
• Manage CRM systems, tasks, workflows and reminders to track progress and next steps
• Handle adviser diary management and appointment coordination
• Support peer checking and risk management procedures to maintain high compliance standards
• Ensure all processes adhere to internal procedures and regulatory requirements
• Maintain accurate and detailed client records and correspondence at all times

Relationship & Client Focus

• Build trusted, long-term relationships with private clients
• Develop a strong understanding of client objectives, circumstances and communication preferences
• Ensure regular and transparent client communication, including progress updates throughout servicing
• Promote the value of the firm’s services through professionalism and client-focused delivery

Skills & Experience

Essential:

• Experience supporting private clients within a financial planning or wealth management environment
• Strong attention to detail and organisational skills
• Ability to manage multiple priorities in a fast-paced environment
• Confident written and verbal communication skills
• Strong time management with the ability to anticipate needs and act proactively
• Experience using CRM systems and provider platforms
• Ability to work independently while also contributing effectively to a team

Preferred:

• Minimum 2 years’ experience in a private client financial planning environment
• Strong IT skills, including Microsoft Word, Excel and PowerPoint
• Experience processing business on investment or pension platforms

Qualifications (Preferred)

• Certificate in Financial Administration
• Certificate in Life & Pensions

Personal Attributes

• Self-motivated, resilient and adaptable
• Professional, discreet and client-focused
• High integrity and emotional intelligence
• Curious mindset with a desire to continuously improve
• Strong team player who shares knowledge and best practice

Development

Ongoing professional development is actively supported, including the potential study of relevant professional examinations.