Client Services Executive - Financial Planning

Job description

Client Services Executive - Financial Planning Department: Financial Planning: Employment Type: Permanent - Full Time Location: City, London: Compensation: £30,000 - £36,000 / year Description: We are a team of Chartered Independent Financial Planners, recognised by the Chartered Insurance Institute (CII). Our chartered status reflects our commitment to a client-first approach, ethical practice, and continuous professional development. We provide holistic financial planning — covering wealth management, family protection, retirement planning, and property finance — while integrating ESG principles for clients who value responsible investing. Our financial planning team is growing rapidly, now nearly 50 strong, and we’re proud of the collaborative, values-driven culture we’ve built through organic growth and strategic acquisitions. We’re now looking for experienced Client Services Executives with a strong background in IFA administration to join our team. In this role, you'll play a key role in delivering an exceptional client experience. Working closely with advisers and administrators, you’ll ensure accurate documentation, timely implementation of recommendations, and compliance w...