Client Services Specialist – Financial Planning

Moore Kingston Smith LLP; City of London; On-site; GBP 30,000 - 36,000; Full time

Job summary

A financial services firm is seeking a Client Services Executive to support their growing Financial Planning team in London. The role involves ensuring exceptional client experience through effective administration and compliance with regulations. Ideal candidates will have strong communication skills and prior administration experience in financial services. This opportunity offers competitive compensation and a chance to work in a collaborative environment.

Qualifications

• Excellent communication skills, both written and verbal.
• Strong planning, organisational, and prioritisation skills.
• High attention to detail and accuracy in all work.

Responsibilities

• Act as a primary point of contact for clients.
• Prepare documentation for adviser/client appointments.
• Ensure compliance with FCA regulations.

Skills

Excellent communication skills

Proficient in Microsoft Office

Strong planning and organisational skills

High attention to detail

Ability to adapt to a fast-paced environment

Proactive in identifying improvements

Customer-focused mindset

Job description

A financial services firm is seeking a Client Services Executive to support their growing Financial Planning team in London. The role involves ensuring exceptional client experience through effective administration and compliance with regulations. Ideal candidates will have strong communication skills and prior administration experience in financial services. This opportunity offers competitive compensation and a chance to work in a collaborative environment.