4-Day Working Week - office based - Sutton Coldfield free parking
£27,000–£29,000 per annum
We believe financial advice is about far more than investments, it's about helping people build the future they want with confidence.
We're looking for an organised, proactive and client-focused Client Account Executive to become the trusted first point of contact for our clients.
This is not a traditional administration role. You'll take ownership of client accounts, coordinate investment and pension transactions, liaise with providers, solve problems, and ensure every client receives the exceptional service we're known for.
And you'll do it all on a genuine four-day week: Monday to Thursday, with every Friday off. If you enjoy thinking ahead, building relationships and taking responsibility, we'd love to hear from you.
What you'll be doing
Managing client investment accounts, including contributions, withdrawals, transfers and other transactions
Building trusted client relationships through exceptional communication
Liaising with pension providers and investment platforms
Preparing documentation for client review meetings
Coordinating new business applications and client onboarding
Tracking outstanding actions to ensure nothing falls through the cracks
Managing letters of authority and provider correspondence
Supporting advisers with the smooth running of client portfolios
Helping deliver an exceptional client experience, from first enquiry through to ongoing reviews
What we're looking for
A genuine commitment to outstanding customer service
Exceptional attention to detail
Strong organisational skills and the ability to manage multiple priorities
Confident, professional communication with clients and providers
A proactive, solutions-focused mindset
Comfort with technology and learning new systems
Financial services experience is an advantage, though we'll train the right candidate
Client-facing customer service experience (3 years preferred)
Why join us?
We're a friendly, professional and growing wealth management practice where relationships matter. We were one of the first in our sector to move to a genuine four-day week, giving our team a real, permanent three-day weekend, not a compressed-hours trick. You'll join a close-knit team that genuinely cares about its clients and each other, with real opportunity to build a long-term career in financial services while making a difference to people's lives every day.
The details
4-day week: Monday–Thursday, 8am–4pm, every Friday off
23 days' holiday per year, inclusive of Bank Holidays
Your Anniversary day off, paid
Company pension scheme
Free parking
Flexitime and additional leave
Interested - please send CV to Gary Siimpson
Salary description
£27000.00 - £29000.00 per year