Act as a primary point of contact for clients, ensuring queries are resolved promptly and professionally.
Prepare documentation and meeting packs for adviser/client appointments, including quotations and illustrations.
Process new business and related documentation accurately, taking ownership of the full lifecycle of transactions.
Maintain up-to-date client records within internal systems and produce valuations as required.
Implement adviser recommendations and handle adviser charge, fee, and commission enquiries.
Provide general administrative support to ensure high standards of client service.
Ensure all activities comply with FCA regulations, Treating Customers Fairly (TCF) principles, and internal policies.
Support compliance reviews and resolve outstanding file queries.
Build and maintain strong working relationships with advisers, colleagues, and external providers to deliver an efficient service.
Liaise across departments and offices in a professional manner.
Manage incoming enquiries, telephone calls, and meeting arrangements, including room bookings and visitor coordination.
Maintain electronic filing systems and assist with general office administration.
Contribute to project work and process improvement initiatives.
Complete mandatory training and engage in ongoing personal development.
Uphold company values and ensure a positive client experience in all interactions.
Undertake additional duties as required.

Excellent communication skills, both written and verbal, with the ability to build strong relationships.
Proficient in Microsoft Office applications (Word, Excel, Outlook) for accurate documentation and reporting.
Strong planning, organisational, and prioritisation skills to manage multiple tasks effectively.
High attention to detail and accuracy in all work.
Ability to adapt to a fast-paced, changing environment and meet tight deadlines.
Proactive approach to identifying process improvements and driving efficiencies.
Strong team player with the ability to work independently and use initiative.
Customer-focused mindset, ensuring a positive client experience in all interactions.
Previous IFA administration experience is essential, typically gained over approximately three years.
Familiarity with new business processing and mortgage administration (desirable).
Broad understanding of financial products and providers available on the open market (desirable).

Client Services Executive – Financial Planning

Key skills