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: GBP25,000 - GBP35,000 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 rsquo;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