Financial Client Services Executive

We are thrilled to be partnering with our esteemed client, a leading financial services firm based in Birmingham, in their search for a dedicated Client Services Executive.
This is an exciting opportunity to join a dynamic team and play a pivotal role in delivering outstanding service to clients while ensuring compliance with industry regulations.
Location:
Birmingham, UK
Salary:
£25,000 - £35,000 per annum (depending on experience) + benefits package
Working Hours:
Monday to Friday, 9:00 am - 5:00 pm
Key Responsibilities:
Client Interaction:
Engage with clients in a professional and courteous manner, addressing inquiries and providing support as needed.
Conduct thorough product and market research to enhance client interactions and provide tailored solutions.
Maintain regular communication with clients, solicitors, accountants, and other stakeholders via various channels.
Administration:
Process new applications and top-ups for a range of financial products, adhering to company procedures and regulatory requirements.
Maintain accurate documentation and records for all client transactions to ensure compliance and efficiency.
Draft and prepare correspondence in response to client and provider queries, ensuring clarity and accuracy.
Mentoring and Training:
Provide guidance and support to junior members of the Client Service Team, fostering their professional development.
Assist in the training of apprentice staff under the direction of the Client Services Manager, sharing expertise and best practices.
Compliance and Technical Knowledge:
Stay abreast of relevant product, legislative, and technical changes within the financial services industry.
Ensure adherence to the Financial Services and Markets Act 2000 and relevant FCA rules, maintaining a high standard of compliance.
Demonstrate a comprehensive understanding of the firm's administration and client service requirements.
Specific Duties:
Oversee platform withdrawals, fund switches, and transactions, ensuring accuracy and regulatory compliance.
Manage the preparation and maintenance of compliance documents and files, upholding rigorous standards.
Support group scheme renewals and Auto Enrolment schemes, delivering ongoing assistance to members.
Requirements:
Previous experience in a similar role within the financial services sector is essential.
Sound knowledge of financial products such as Life, Investment, and Pensions is highly desirable.
Excellent communication skills and the ability to build strong client relationships are essential.
Strong organizational skills, with the ability to prioritize tasks effectively in a fast-paced environment.
Proficiency in Microsoft Office applications and relevant administrative software is preferred.
Relevant qualifications or a willingness to obtain them is advantageous.
Must have Independent financial adviser experience.
If you are a proactive individual with a passion for client service and compliance within the financial services industry, we want to hear from you! Apply Now!
JBRP1_UKTJ