Client Services Executive (Financial Planning)

In a nutshell We're looking for a motivated, detail-driven individual to join our Financial Planning team in Truo. If you're passionate about delivering first-class client service and enjoy working in a dynamic, regulated financial services environment, this could be the ideal next step in your career.

In this role, you'll provide essential support to our Financial Planners and Paraplanners, ensuring our clients receive a smooth, efficient, and professional service at every stage. You'll be the first point of contact for many client queries, helping to build trusted and long-lasting relationships.

Alongside a competitive salary, hybrid working and outstanding development opportunities, you'll have the chance to grow your career 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, delivering an exceptional service experience • Building strong and positive client relationships, maintaining regular communication • Managing end-to-end processing of investment, pension and protection business • Ensuring all work complies with FCA regulations and internal procedures • Maintaining accurate client records and supporting internal audits and file checks • Working closely with Financial Planners, Paraplanners and product providers to ensure smooth service delivery • Preparing client review packs, documentation and correspondence • Booking and coordinating client meetings, including meeting packs and follow-up actions • Assisting clients with application forms when required • Participating in team meetings, supporting workflow management and contributing to continuous improvement • Supporting onboarding and training of new or less experienced team members • Operating with autonomy to manage workflows effectively and escalate or resolve issues proactively About you You'll thrive in this role if you are:

• Client-focused, professional and confident in your communication • Highly organised with excellent attention to detail • Comfortable working independently within administrative processes • An enthusiastic team player who collaborates effectively with colleagues • Able to handle sensitive information discreetly and professionally • Skilled at problem-solving and proposing practical, solutions-focused ideas • Empathetic and patient when dealing with challenging or complex situations • Proactive and eager to develop your skills and knowledge
Additional experience that would be an advantage includes:

• Ideally 2 years' experience in financial services administration (preferably within an IFA or professional services setting) • Knowledge of FCA regulations, AML, and general compliance • Familiarity with CRM systems such as Intelliflo • Working knowledge of financial products and platforms • Progress toward CII Level 3 Certificate in Financial Services (or similar) 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. Your core benefits Financial benefits: • 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.

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PKF Francis Clark

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Client Services Executive (Financial Planning) | Truro, UK