Financial Client Executive

Description:

Our client, based in Worthing, is looking for an experienced Financial Client Executive to join their team to help provide efficient administrative support to clients and senior members of staff. You will supporting several Financial Adviser's within the firm with administration for the financial planning clients which will involve co-ordinating with your adviser and completing a variety of tasks.

Responsibilities:

• Arranging team meetings, client meetings and appointments
• Managing the post for your Adviser team
• Administering new client pensions, investment, and risk contracts
• Effectively liaising with product providers and partners
• Managing and finalising client documentation from start to finish
• Managing and coordinating annual client reviews which includes production of valuations
• Processing investments, fund switches and sales documentation within defined service level agreements
• Reviewing and completing investment transactions ensuring accuracy in line with original instructions
• Dealing with client queries
• Ensuring the back-office system is kept up to date
• To adhere to FCA regulations, internal policies and procedures at all times