Ifa Client Executive - Exeter, United Kingdom - Francis Clark LLP

Francis Clark LLP

Verified Company

Exeter, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

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Description

In a nutshell:

Are you passionate about delivering outstanding client service via exceptional organisational and communication skills?

At Francis Clark Financial Planning (FCFP), we're seeking a confident individual to collaborate with Financial Planners, Paraplanners, and other colleagues to elevate the experience of our Wealth Management Service clients.

If you thrive in a collaborative environment and are committed to excellence, we'd love to hear from you

This position requires 3 days per week working in our Exeter office with the option to work from home for the remainder.

What you'll be doing day to day:

Develop a comprehensive understanding of Francis Clark Financial Planning's service proposition, operational processes and procedures
Build and maintain excellent working relationships across the Francis Clark offices and with external professional connections
Manage planner diaries and organise client meetings as required
Proactively support the onboarding of new clients
Prepare and proactively support the timely delivery of the annual review service
Take responsibility for tasks and ensure accurate completion within expected timescales and to the highest quality
Contribute to process and quality improvement initiatives
Demonstrate excellent time management
Keep up to date with all relevant product, legislative and technical changes
Follow appropriate ethical standards within the firm in line with company values
Adhere to the Financial Services and Markets Act 2000 and Financial Conduct Authority (FCA) rules
Comply with Consumer Duty, Treating Customers Fairly (TCF), Training & Competence (T&C) and, financial crime procedures (antimoney laundering, data security, antibribery, fraud, and corruption)

About you:

You are looking for a role that is heavily focused on building and maintaining excellent working client relationships. Working as a team with Financial Planners to provide excellent service to our clients.

Experience in a client facing support role within a financial service setting
Good working knowledge of pensions, investments, and protection
Excellent interpersonal and client care skills
Proven ability to work on own initiative
Excellent diary management, planning and organisational skills
Professional, articulate, and confident in approach
Commercially astute
Keen attention to detail and a problemsolving mind
Empathetic and patient, when dealing with difficult situations
Organised and able to plan time efficiently to meet deadlines

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: