UA-185291695-1 Client Services Executive (12 Month FTC), Jobs, 365

Client Services Executive (12 Month FTC)

IFA Administrator - Newcastle, North East England

Ref: 365Wednesday 15 December 2021


The Opportunity


We are currently recruiting for a Client Service Executive to coordinate and work closely with the Financial Planners and Client Support Team in delivering a first class Financial Planning service.




Annual Leave: 25 days + Bank Holidays rising to 30 days with service

Additional Long Service Bonuses and Leave

Pension: 15% (Company 10% / Employee 5%)

Company Share Incentive Plan

Life Assurance

Study Support

Paid Maternity and Paternity Leave

Cycle to Work Scheme

Season Ticket Loans

Childcare Vouchers

Give As You Earn Scheme


The Company


One of the UK’s market leading financial planning and investment Brands.


Progression and Development


The company has a keen eye for developing talent and furthering the skills of their employees. They have always taken the approach of promoting from within and have clear progression pathways.


Social and Ethical Responsibilities


The company are one of the market leaders when it comes to responsible and ethical investing and have influenced trends within this this field.


They run a ‘Give As You Earn’ scheme enabling you the option to donate to charity, which will be matched by the company up to £200.


On passing probation, employees receive 3 paid days of volunteering days to take and contribute annually.


Skills & Requirements


Previous and proven experience within financial planning administration

Ideally working towards the Level 4 Diploma in Financial Planning