Client Services Executive

Reed Financial Services are partnering with a Wealth Management Firm seeking a Client Services Executive to join their team. This role is integral to providing high-quality administration and client service support within the financial services sector. The ideal candidate will have a strong understanding of compliance requirements and a commitment to maintaining professional and ethical standards.

• Job Type: Full-time
• Location: Birmingham
• Salary: negotiable upon experience

Day to Day of the role:

• Carry out all interactions with customers professionally and courteously.
• Conduct product and market research to support client service activities.
• Maintain accurate documentation and ensure compliance with company procedures.
• Keep up to date with product, legislative, and technical changes relevant to the role.
• Perform general administration tasks for Life, Investment, and Pensions, including processing applications and policy variations.
• Update and maintain trackers/spreadsheets as required.
• Liaise with clients, solicitors, accountants, and providers effectively.
• Address administration enquiries and provide training and mentoring to apprentice staff.
• Prepare and oversee platform transactions and withdrawals.
• Generate and present quotations for life, investment, and pension products.
• Ensure all files are compliant and maintain necessary compliance documents.
• Manage Group Scheme Renewals and Auto Enrolment schemes, providing ongoing support.

Required Skills & Qualifications:

• Detailed knowledge of the firm’s administration and client service requirements.
• Understanding of advice provision in a compliant manner as detailed in the firm’s compliance manual and procedures.
• Familiarity with Financial Services and Markets Act 2000 and relevant FCA rules.
• Proficiency in general administration, technical knowledge, and qualifications for the job role.
• Experience with back-office systems, preferably IO, and working knowledge of EIM platforms.
• Ability to maintain CPD and record it accurately.

Benefits:

• Competitive salary based on experience and qualifications.
• Opportunities for career growth and professional development, including the potential to work towards IFA status.
• Collaborative and supportive team environment.
• Contributory pension scheme.

To apply for the Client Services Executive position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.