At Temple Row Wealth Management, we believe financial advice is about much more than investments. It's about helping people build the future they want with confidence.
We're looking for an organised, proactive and client-focused Client Account Executive to become the trusted first point of contact for our clients.
This is not a traditional administration role. You'll take ownership of client accounts, coordinate investment and pension transactions, liaise with providers, solve problems and ensure every client receives the exceptional service we're known for.
If you enjoy thinking ahead, building relationships and taking responsibility, we'd love to hear from you.
What you'll be doing
- Managing client investments, including contributions, withdrawals, transfers and other account transactions.
- Building trusted relationships with clients through exceptional communication.
- Liaising with pension providers and investment platforms.
- Preparing documentation for client review meetings.
- Coordinating new business applications and client onboarding.
- Tracking outstanding actions and ensuring nothing falls through the cracks.
- Managing letters of authority and provider correspondence.
- Supporting advisers with the smooth running of client portfolios.
- Helping deliver the Temple Row Client Experience from first enquiry through to ongoing reviews.
We're looking for someone who:
- Loves delivering outstanding customer service.
- Has exceptional attention to detail.
- Is highly organised and enjoys managing multiple priorities.
- Can communicate professionally with clients and providers.
- Thinks proactively and enjoys solving problems.
- Is confident using technology and learning new systems.
- Ideally has experience within financial services, although we'll provide training for the right person.
Why join Temple Row?
We're a friendly, professional and growing wealth management practice where relationships matter.
You'll become part of a close-knit team that genuinely cares about its clients and one another, with the opportunity to build a long-term career in financial services while making a real difference to people's lives every day.
A few specifics about working with Temple Row Wealth Management:
- Our home office is in Sutton Coldfield, and we are an office-based team, very minimal remote working
- We work Monday – Thursday, 8am to 4pm (read about our 4-day Work Week)
- We get 23 days of holiday each year, which includes the Bank Holidays
- Everyone gets their Anniversary day off work, paid
- There is a company pension scheme
Pay: £27,000.00-£29,000.00 per year
Benefits:
- Additional leave
- Company pension
- Free parking
Ability to commute/relocate:
- Sutton Coldfield B72 1SY: reliably commute or plan to relocate before starting work (required)
Experience:
- client-facing customer service: 3 years (preferred)
Language:
Work authorisation:
- United Kingdom (required)
Location:
- Sutton Coldfield B72 1SY (preferred)
Work Location: In person
