Client Services Executive

The initial focus of the role will be to act as the key liaison between the company’s central services team (administration and implementation) and the paraplanner and adviser in the Serious Injury team. As your experience grows you would also take on responsibility for paraplanning tasks within the Serious Injury team.

Your Strengths

• A ‘client first’ approach, ensuring our vulnerable clients know they can contact you for help, even if they are having a difficult day and struggling to manage a simple financial situation
• A systematic and logical approach to decision making, ensuring all the necessary facts and information are available and accurate, before taking a decision
• Ability to identify grammatical and numerical errors and rectify omissions
• Organised and motivated, able to develop and comply with systems, procedures, objectives and timescales, and take a disciplined approach when undertaking tasks
• Open minded and adaptable, keen to learn and build new skills
• Friendly and professional manner, happy working independently and as part of a team

Your Responsibilities

• Manage routine client communications and build a trusted relationship with clients via phone and e-mail
• Help ensure our clients enjoy their interactions with us; make the whole process as easy for them as it can possibly be  
• Prepare investment illustrations and paperwork
• Proof read reports and assist in the preparation of routine advice letters
• Issue reports and letters and manage client responses
• In conjunction with the central services team, develop and perfect administration procedures to improve the quality and efficiency of our service
• In line with your experience and demonstrated ability, start to take on paraplanning tasks within the Serious Injury team (preparing for client reviews, building cashflow forecasts, writing review reports and advice letters, etc).

Your Experience

• At least 2 years in an office environment, preferably in a supporting/administration role
• Ideally you will have started to get involved in some paraplanning tasks
• Proficient with Microsoft Word and Excel
• The company uses Voyant and Intelligent Office (IO). Experience of working with either of these would be a bonus.

Your Qualifications

• Minimum:
  GCSE Maths and English grade C.
• Preferred:
  A levels (or equivalent) or Bachelors degree, plus RO1/CF1 and FA1/FA2.

Package:

• Full Time role
• £25k to £35k basic salary, depending on qualifications and experience
• 8% employer pension contribution
• Opportunity to participate in Discretionary Bonus pool
• 4x basic salary death in service
• Comprehensive Private Medical Insurance
• 25 days holiday
• Option for hybrid working available (min 3 days in the office)