Client Services Executive

Job Title: Client Services Executive

Location: Surrey (4 days office / 1 day WFH after probation)

Salary: £35,000 - £42,000

Benefits: 25 days holiday, 5% employer pension contribution, 5% employee pension contribution, critical illness cover, income protection, life assurance.

About the Company

A well-established and growing independent financial planning firm with a strong reputation for delivering high-quality advice to affluent private clients. The business has built a collaborative and supportive culture where employees benefit from close exposure to advisors, broad responsibility, and genuine opportunities for professional development. As the firm continues to grow, it is investing in its Client Services function and creating opportunities for ambitious individuals to expand their technical knowledge and career prospects.

Role Summary

This is a unique Client Services Executive position sitting between traditional wealth management administration and paraplanning. You'll work closely with advisors, supporting clients through the advice process while gaining exposure to technical work, report writing and financial planning administration. The role offers excellent development opportunities for someone looking to build upon their wealth management experience within a highly collaborative environment.

Key Responsibilities

• Support Financial Planners with client servicing activities, ensuring a high-quality client experience.


• Prepare and process new business, valuations and provider correspondence, building broad industry exposure.


• Assist with report writing and technical documentation, developing paraplanning skills.


• Manage ongoing servicing requirements for a portfolio of wealth management clients.


• Liaise directly with providers, clients and advisors to ensure smooth case progression.


• Contribute to process improvements within a growing Client Services function.

Requirements

• Experience working within wealth management, financial planning or IFA administration.


• Strong understanding of financial planning products and advice processes.


• Progress towards the CII Diploma, ideally RO1–RO3 completed or equivalent.


• Ability to support technical work and report preparation alongside administration duties.


• Strong organisational and communication skills.


• Comfortable working within a predominantly office-based environment.

If this role isn’t quite right, it’s still worth speaking to one of our specialist team — we may be working on something that hasn’t hit the market yet.

Related Job Titles: IFA Administrator, Senior IFA Administrator, Client Services Administrator, Technical Client Services Executive, Junior Paraplanner

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