ISE Partners
Client Services Executive
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Senior Client Services Executive
£30,000-£50,000+ DOE | Lucrative Bonus Scheme | Excellent Benefits
Build your future with a leading wealth management firm
Are you an experienced wealth management professional looking for a role that offers genuine career progression, greater responsibility, and the opportunity to be rewarded for your contribution?
We're partnering with a highly respected independent wealth and investment management business to recruit a Senior Client Services Executive to join their successful Professional Adviser Services team.
This opportunity is designed exclusively for candidates with a background in wealth management, private wealth, investment management, or an IFA practice. Due to the specialist nature of the role, applications from candidates outside these sectors will not be considered.
The Opportunity
This is a pivotal position within a high-performing team, providing exceptional support to advisers, intermediaries, and clients. You'll play a central role in delivering a first-class client experience while gaining exposure to complex investment and wealth management processes.
The role offers an excellent platform for ambitious professionals looking to deepen their technical expertise, expand their industry knowledge, and progress within an established and growing organisation.
Key Responsibilities
- Act as a key relationship point for advisers, intermediaries, and clients.
- Manage complex client and adviser enquiries professionally and efficiently.
- Support client onboarding processes, including KYC and regulatory requirements.
- Prepare client reviews, valuations, meeting packs, and portfolio reports.
- Process client instructions, payments, transfers, and investment-related transactions.
- Maintain accurate, compliant, and up-to-date client records.
- Work closely with Operations, Compliance, and Investment teams to ensure exceptional service delivery.
- Identify opportunities to enhance client service and improve internal processes.
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About You
To be successful in this role, you must have:
- A minimum of 3-5 years' experience within a wealth management, investment management, private wealth, or IFA environment.
- A strong understanding of wealth management administration and client servicing.
- Experience supporting advisers and high-net-worth client relationships.
- Excellent communication and stakeholder management skills.
- Outstanding attention to detail and organisational abilities.
- A proactive, professional, and relationship-focused approach.
- Experience with CRM systems; Xplan experience would be highly advantageous.
Salary & Rewards
The salary package will be tailored to reflect your:
- Level of wealth management experience.
- Technical knowledge and expertise.
- Track record within the industry.
- Reputation and calibre of previous wealth management or advisory firms.
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In addition to a competitive base salary, the business offers a highly attractive bonus structure, designed to recognise individual contribution and performance. For the right candidate, this provides significant earning potential and the opportunity to be financially rewarded as you progress within the organisation.
Why Join?
- Join a highly regarded wealth and investment management firm with an excellent reputation.
- Work alongside experienced advisers, investment professionals, and industry experts.
- Gain exposure to sophisticated clients and complex wealth management solutions.
- Benefit from ongoing professional development and clear career progression pathways.
- Be part of a collaborative, supportive, and ambitious team culture.
- Earn meaningful financial rewards through a competitive bonus scheme linked to performance and contribution.
Take the Next Step
If you're an experienced wealth management professional looking to advance your career within a respected and growing firm, while being recognised and rewarded for your expertise, we'd love to hear from you.
Apply now to explore a career opportunity that offers both professional growth and significant earning potential.
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