Role:  Senior Client Support Executive

Salary: £35,000 per annum

Location: Knightsbridge

Permanent | Hybrid (2 days office, 3 home)

Purpose:

To support high‑quality client servicing across a Financial Wealth Management Practice, ensuring a seamless adviser–client experience, strong regulatory adherence and efficient daily operations.

Key Responsibilities

Client Servicing & Workflow Management

Manage annual review workflows: open/close advice records, track adviser actions and upload documentation accurately.

Ensure annual review letters are completed via Pano within required timeframes and meet Consumer Duty standards.

Maintain accurate Salesforce records including meeting outcomes, client notes, tasks and value‑of‑advice updates.

Oversee client meeting booking processes and ensure client engagement procedures are followed for overdue reviews.

Compliance & Suitability

Track Interim Suitability Reports on Salesforce and support advisers with required follow‑ups.

Conduct monthly checks on open advice records, ensuring closures are timely and within regulatory cycles.

Ongoing Client CareSupport advisers in preparing and sending regulated review letters.

Manage client segmentation and ensure service levels match segment criteria.

Log all client communication and ensure wealth account updates are issued on schedule.

Client Onboarding & Prospect Management

Follow onboarding standards: CFR completion, meeting setup, segmentation and campaign assignments.

Run monthly prospect checks, ensuring timely follow‑ups, accurate Salesforce updates and reporting information.

Marketing & Feedback

Support Salesforce marketing campaigns.

Collect and record client feedback post‑review or post‑business.

Monitor Partner Quality Scores and support actions to meet annual targets.

General Compliance

Take responsibility for personal compliance and due diligence.

Person Specification

Experience in office support, ideally within financial services.

Familiarity with regulation and legislation (desirable).

Confident user of CRM systems, especially Salesforce.

Skills & Behaviours

Strong client service skills with excellent telephone and written communication.

Highly organised with strong attention to detail and ability to multitask.

Proficient in Microsoft Office suite.

Calm under pressure, collaborative and solutions‑focused.

Positive, adaptable and proactive.