Client Services Executive - Financial Planning

Key Responsibilities

• Act as a primary point of contact for clients, ensuring queries are resolved promptly and professionally.
• Prepare documentation and meeting packs for adviser/client appointments, including quotations and illustrations.
• Process new business and related documentation accurately, taking ownership of the full lifecycle of transactions.
• Maintain up-to-date client records within internal systems and produce valuations as required.
• Implement adviser recommendations and handle adviser charge, fee, and commission enquiries.
• Provide general administrative support to ensure high standards of client service.
• Ensure all activities comply with FCA regulations, Treating Customers Fairly (TCF) principles, and internal policies.
• Build and maintain strong working relationships with advisers, colleagues, and external providers.
• Manage incoming enquiries, telephone calls, and meeting arrangements.
• Contribute to project work and process improvement initiatives.

Skills, Knowledge and Expertise

• Excellent communication skills, both written and verbal.
• Proficient in Microsoft Office applications (Word, Excel, Outlook).
• Strong planning, organisational, and prioritisation skills.
• High attention to detail and accuracy.
• Ability to adapt to a fast-paced environment and meet tight deadlines.
• Proactive approach to identifying process improvements.
• Strong team player with ability to work independently.
• Customer-focused mindset.
• Previous IFA administration experience (approximately three years) essential.
• Familiarity with new business processing and mortgage administration (desirable).
• Broad understanding of financial products and providers (desirable).

About [Employer hidden — sign up to reveal]

At [Employer hidden — sign up to reveal], we believe in the potential of people to make a positive impact, fuelled by the power of genuine understanding. Working with small, medium and large clients, we are a multi-disciplinary advisory, tax and audit firm. Our London and regional teams deliver quality results locally and nationally, and worldwide alongside the Moore Global network.

Come and join us to make a difference.