IFA Client Executive

Internally, we refer to this role as 'Client Executive', however suitably experienced candidates may currently be in an Assistant, Client Executive, Client Liaison, Administrator, or Coordinator position within the Financial Planning/IFA or Financial Services sector.

This position requires 3 days per week working in our Exeter office with the option to work from home for the remainder.

What you'll be doing day to day

• Act as the primary point of contact for clients, handling all incoming calls/ emails in a professional and efficient manner


• Develop a comprehensive understanding of Francis Clark Financial Planning's service proposition, operational processes and procedures


• Build and maintain excellent working relationships across the Francis Clark offices and with external professional connections


• Manage planner diaries and organise client meetings as required


• Proactively support the onboarding of new clients


• Prepare and proactively support the timely delivery of the annual review service


• Take responsibility for tasks and ensure accurate completion within expected timescales and to the highest quality


• Contribute to process and quality improvement initiatives


• Demonstrate excellent time management


• Keep up to date with all relevant product, legislative and technical changes


• Follow appropriate ethical standards within the firm in line with company values


• Adhere to the Financial Services and Markets Act 2000 and Financial Conduct Authority (FCA) rules


• Comply with Consumer Duty, Treating Customers Fairly (TCF), Training & Competence (T&C) and, financial crime procedures (anti-money laundering, data security, anti-bribery, fraud, and corruption)
  
  Are you passionate about delivering outstanding client service via exceptional organisational and communication skills?


At Francis Clark Financial Planning (FCFP), we're seeking a confident individual to collaborate with Financial Planners, Paraplanners, and other colleagues to elevate the experience of our Wealth Management Service clients. If you thrive in a collaborative environment and are committed to excellence, we'd love to hear from you!, You are looking for a role that is heavily focused on building and maintaining excellent working client relationships. Working as a team with Financial Planners to provide excellent service to our clients.

• Experience in a client facing support role within a financial service setting


• Good working knowledge of pensions, investments, and protection


• Excellent interpersonal and client care skills


• Proven ability to work on own initiative


• Excellent diary management, planning and organisational skills


• Professional, articulate, and confident in approach


• Commercially astute


• Keen attention to detail and a problem-solving mind


• Empathetic and patient, when dealing with difficult situations


• Organised and able to plan time efficiently to meet deadlines
  
  Why work at PKF Francis Clark


We're the largest firm of independent chartered accountants and business advisors in South West England. We have nine offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro.

The firm, which celebrated its centenary in 2019, has annual revenue of over £65 million and a 900-strong team based across our offices. Our continuing growth offers you the opportunity to expand and develop your career in a direction that interests you.

We offer a supportive and flexible culture, taking your career seriously to enable you to be the best you can be. Since September 2022, PKF Francis Clark has been certified as a Great Place to Work.

We work hard to ensure that ours is a culture where you can be yourself, develop and be part of a forward-thinking team that makes brilliant things happen. We ranked as one of the UK's Best Workplaces in 2023, and again in 2024 when we rose nine places to 24th in the list of the UK's Best Workplaces (Large Organisations).

We've also been ranked 46th out of 89 in the UK's Best Workplaces for Women 2023 (Large Organisations) and 40th out of 79 in the UK's Best Workplaces for Wellbeing 2023 (Large Organisations). PKF Francis Clark has been highlighted as a top achiever among the UK's Best Workplaces in Consulting & Professional Services by workplace culture experts Great Place to Work.

And in recognition of our outstanding training programmes for graduates, school leavers and career changers, we're ranked 28th among England's Top 100 Apprenticeship Employers by the Department of Education and High Fliers Research.

Whilst we're proudly independent, PKF Francis Clark is a member of the PKF Global family of firms, which together are ranked as the 12th largest provider of accountancy services in the UK by Accountancy Age. As part of a global community of business advisors in 150 countries, the opportunities to expand your horizons by connecting with PKF colleagues around the world are endless.

Pulled from the full job description

• Company pension


• Cycle to work scheme


• Gym membership


• Paid volunteer time


• Work from home, Pension


• Group life assurance - up to four times your core salary


• Group income protection


• Health cash plan to help cover the costs of everyday healthcare


Health & Wellbeing benefits:

• Option to buy 5 extra days holiday


• Counselling and support for you and your immediate family


• Virtual GP for you and your immediate family


• Cycle to work


Other benefits:

• Medicash Extras providing you with shopping and gym discounts


• Gifts for career and family milestones


• One volunteering day per year to support local organisations


• Emergency funding from the Francis Clark Charitable Foundation


Please note

• These benefits are provided via a salary exchange and are subject to employee's post exchange hourly rate remaining above the national minimum wage.