Client Service Executive
Full job description
Hudson Shribman
Salary: £30,000 – £34,800 per year
You will be engaged from the outset in proactively managing our client relationships. Below are some of the activities that you would be expected to undertake?
* Assist the Financial Planner with all preparatory client analysis and recommendations
* Pro-actively review the client’s financial arrangements with regard to pension, investment and general insurance policies/plans
* Assist with the preparation of all suitability letters and implementation reports
* Draft all in-house reports and recommendations for the Financial Planner to check
* Lead the annual review of client tax allowance planning
* Act as a primary point of client contact
* Speak to clients to obtain all personal financial information
* Attending client meetings when required
* Fulfil all action points from client meetings and monitor all application forms sent out
* Work with your Client Service Assistant to ensure all work is carried out in a timely manner to ensure the delivery of the Financial Success Programme
* Dealing with client correspondence within SLAs
* V4 2021.04.20
* Be responsible for client record-keeping accuracy and completeness in the office’s database system
* Using the office’s computerised diary and task allocation system
* Assist with booking the Financial Planner appointments
* Undertake additional project work – as and when required
To apply for this job please visit definitejobs.co.uk.