Role: Senior Client Servicing 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 Care

* Support 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 & Knowledge

* 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