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Client Executive - IFA firm - hybrid working

Job Posted: a month ago

Salary: £ 30,000 - 35,000 / Annum
Job Type: Permanent
Location: Truro, Cornwall

Expire in: 22 hours

Job Description

Client Executive - Truro (Hybrid: 2 Days from Home)

Salary: Up to £35,000 (DOE)

We're looking for a motivated, detail‑driven Client Executive to join our Financial Planning team in Truro. If you're passionate about delivering first‑class client service and enjoy supporting clients in a professional, regulated financial services environment, this could be the ideal next step in your career.

In this role, you'll provide vital administrative and relationship support to our Financial Planners and Paraplanners. You'll play a key part in ensuring clients receive a seamless, efficient and highly professional service at every stage of their journey. As a first point of contact for many client queries, you'll help build trusted and long‑lasting client relationships.

Alongside a competitive salary and hybrid working, you'll benefit from excellent training, development opportunities and the chance to progress within a supportive, team‑focused environment.

What You'll Be Doing Day to Day

Acting as the first point of contact for non‑advice client queries
Building strong client relationships and maintaining regular communication
Managing end‑to‑end processing of investment, pension and protection business
Ensuring all work meets FCA requirements and internal compliance standards
Maintaining accurate client records and supporting audit and file‑check activity
Working closely with Financial Planners, Paraplanners and product providers
Preparing review packs, meeting documentation and client correspondence
Booking and coordinating client meetings, including follow‑up actions
Assisting clients with application forms when needed
Supporting workflow management, team meetings and ongoing process improvements
Helping to onboard and train new team members
Managing your workload independently and escalating issues proactivelyAbout You

You'll thrive in this role if you are:

Client‑focused, professional and confident in your communication
Highly organised with outstanding attention to detail
Comfortable working independently within set processes
A collaborative and supportive team player
Discreet and professional when handling sensitive information
Skilled at problem‑solving and offering practical solutions
Empathetic, patient and adaptable when dealing with complex situations
Proactive and eager to grow your skills and knowledgeIt's an advantage if you also have:

Around 2 years' experience in financial services administration (ideally IFA or professional services)
Knowledge of FCA regulations, AML requirements and general compliance
Familiarity with CRM systems such as Intelliflo
Understanding of financial products and investment/pension platforms
Progress toward a CII Level 3 qualification (or similar)What's on Offer

Salary up to £35,000, depending on experience
Hybrid working: up to 2 days per week from home
Supportive, collaborative team environment
Excellent career development and progression opportunities
A strong focus on wellbeing, flexibility and professional growth

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Client Executive - IFA firm - hybrid working job near me in Truro, Cornwall! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!