Client Services Executive, Wealth Management
Ref. V-59086
£31000 - £33000 Per Annum
London
Permanent
Posted 1 hour ago
Overview
London | 08:00–16:30 | 1 day WFH after probation
£31,000–£33,000 (DOE) + excellent benefits
Are you an early-career 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 1–3 years’ experience (ideally within an IFA or wealth management setting) who is ready to build deep technical knowledge while supporting a sophisticated client base.
The Opportunity
This 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 intermediaries. You’ll play a vital role in ensuring seamless service delivery, accurate client administration, and proactive communication across a wide range of client activities. The environment is fast-moving, collaborative and detail-driven - perfect for someone who enjoys being busy, takes pride in accuracy, and thrives under pressure.
Key Responsibilities
£31,000–£33,000 (DOE) + excellent benefits
Are you an early-career 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 1–3 years’ experience (ideally within an IFA or wealth management setting) who is ready to build deep technical knowledge while supporting a sophisticated client base.
The Opportunity
This 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 intermediaries. You’ll play a vital role in ensuring seamless service delivery, accurate client administration, and proactive communication across a wide range of client activities. The environment is fast-moving, collaborative and detail-driven - perfect for someone who enjoys being busy, takes pride in accuracy, and thrives under pressure.
Key Responsibilities
- Acting as a key point of contact for IFAs and intermediaries, managing queries via phone and email
- Supporting client onboarding processes including KYC and regulatory documentation
- Preparing client meeting packs, valuations, and reporting materials
- Processing client instructions including payments and portfolio-related activity
- Maintaining accurate and compliant client records and documentation
- Liaising with internal teams including Operations, Compliance, and Data Assurance
- Supporting wider office coordination, including occasional reception and meeting room management
- 1–3 years’ experience within financial services (IFA or wealth management highly desirable)
- Confident communicator who enjoys building relationships over the phone
- Highly organised with strong attention to detail and time management skills
- Comfortable working in a fast-paced, high-volume environment
- Hands-on, proactive, and willing to support across multiple functions when needed
- Experience using CRM systems (Xplan advantageous)
- Join a highly regarded investment management environment with a strong reputation for service excellence
- Gain exposure to both portfolio management and financial advisory operations
- Develop your technical knowledge and build a long-term career in wealth management
- Be part of a supportive, collaborative team that values accountability and growth