Craven Street Wealth
Client Services Senior Executive - Bedford
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This position is based in our Bedford office
About us:
Craven Street Wealth are award-winning Independent Chartered Financial Planners and Wealth Managers with offices across London and the South.
The highest quality financial advice is provided to individuals, families, and businesses. This often involves working alongside other professionals to assist clients in making confident, well-informed decisions to achieve their personal, financial business goals.
We recognise, like our clients, every colleague has unique skills and experience. Our 100 strong team in a variety of roles, work together remotely and from regional offices in Bedfordshire, Dorset, Kent, London, Oxfordshire, and Sussex.
Core principles based on developing a high level of expertise, using this to create tailored solutions, and striving to innovate guide how we work to collectively deliver the very best client service.
Our hardworking and ambitious team are proud of their accreditations earned and industry recognition, also holding a genuine interest in wider social and environmental issues which is reflected in always operating ethically and responsibly.
Role Profile:
A highly motivated Client Services Senior Executive to join our growing Client Services team. They will be working in collaboration with financial planners and other colleagues to provide administration support in processing new and existing business for our clients, whilst supporting the Client Services Manager with additional duties.
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This is a full-time, permanent role. However, if you require some flexibility, we are open to having a chat about different working patterns.
Key Responsibilities:
Client Administration
- Building and maintaining strong client relationships.
- Understanding client needs to provide appropriate administration support.
- Providing excellent client experience.
- Handling client queries, resolving issues, and escalating complex matters as appropriate.
- Organising client meetings for financial planners.
- Writing templated letters to clients acting on advice, written instructions from client meetings, or ad-hoc requests.
- Creating and maintaining accurate client records on Intelliflo in line with company procedures and policies.
- Liaising with Product providers and other third parties where appropriate.
Collaboration with Stakeholders
- Collaborating with other internal teams to ensure client satisfaction is met.
- Participating in team meetings and supporting other team members where appropriate.
Additional Senior Responsibilities
- Train & support junior members
- Able to exceed OKR’s
- Contribute to project work and drive continuous improvements
- Consistent positive feedback from FP’s is an expectation
- Mentor or oversee junior team members
- Trial new software, processes, or ways of working
- Help improve internal processes or elevate client service standards
- Idea generation - proactively identify client needs and growth opportunities
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Skills and Experience:
Experience/Qualifications
- Ideally educated to at least A Level or equivalent standard. To include Maths and English GCSE grade B or Grade 5 or above
- Four years’ experience in a similar role within financial services preferred.
Skills and Knowledge:
- Proficiency in Microsoft Office Suite
- Experience in Intelliflo preferred
- Able to work within a defined business process.
- Ability to achieve agreed outcomes without supervision.
- Ability to work independently or in a team.
- Detailed and accurate.
- Organisational, prioritisation, and time management skills.
- Excellent verbal and written communication skills.
Benefits:
- 5% pension contribution
- Occupational sick pay
- Medical cashback plan
- Death in service cover
- 26 days leave – in addition to bank holidays and more voluntary benefits.
Salary: 30-35K
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