Client Services Executive

Job description

Client Services Executive (CSE)

£40,000–£50,000 (DOE) + excellent benefit

sAre you an experienced financial services professional looking to step into a highly respected, fast-paced environment where your work genuinely matters

?
We’re partnering with a leading, independent wealth and investment management business to find a Client Services Executive to join their high-performing Professional Adviser Services team. This is a brilliant opportunity for someone with 10 years’ experience (ideally within an IFA or wealth management setting) who is ready to build deep technical knowledge while supporting a sophisticated client bas

e.
The Opportun

ityThis is not a purely administrative role. You’ll sit at the heart of the business, working closely with front-office teams and acting as a key support to IFAs and intermediari

es.You’ll play a vital role in ensuring seamless service delivery, accurate client administration, and proactive communication across a wide range of client activiti

es.The environment is fast-moving, collaborative and detail-driven — perfect for someone who enjoys being busy, takes pride in accuracy, and thrives under pressu

re.
Key Responsibili

• tiesActing as a key point of contact for IFAs and intermediaries, managing queries via phone and e
• mailSupporting client onboarding processes including KYC and regulatory documenta
• tionPreparing client meeting packs, valuations, and reporting mater
• ialsProcessing client instructions including payments and portfolio-related acti
• vityMaintaining accurate and compliant client records and documenta
• tionLiaising with internal teams including Operations, Compliance, and Data Assur
• anceSupporting wider office coordination, including occasional reception and meeting room manage

ment
Abou

• t You10 years’ experience within financial services (IFA or wealth management highly desir
• able)Confident communicator who enjoys building relationships over the
• phoneHighly organised with strong attention to detail and time management s
• killsComfortable working in a fast-paced, high-volume enviro
• nmentHands-on, proactive, and willing to support across multiple functions when n
• eededExperience using CRM systems (Xplan advantag

eous)
Why

• Apply?Join a highly regarded investment management environment with a strong reputation for service exce
• llenceGain exposure to both portfolio management and financial advisory oper
• ationsDevelop your technical knowledge and build a long-term career in wealth mana
• gementBe part of a supportive, collaborative team that values accountability and

growth
If you’re looking for a role where you can learn, grow, and make an impact from day one, this is an outstanding opportunity to take your next step in financial se

Extra information

Status

Open

Education Level

Secondary School

Location

London Area

Type of Contract

Full-time jobs

Published at

20-08-2026

Profession type

Management

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English