Helping someone feel confident about their financial future starts long before an investment decision is made. As a Client Account Executive at Temple Row Wealth Management, you'll be the person clients trust to keep things moving, answer their questions and make sure every detail of their experience is handled with care.
We help individuals and families build the life they want to live by bringing clarity, confidence and peace of mind to their finances. You'll sit at the heart of our Temple Row Client Experience, working closely with our Wealth Manager while building genuine relationships with clients and prospective clients and ensuring they feel informed, organised and supported throughout their journey.
What’s in it for you
- · £27,000–£29,000 salary, depending on your experience.
- · A four-day working week, Monday to Thursday, giving you a three-day weekend every week.
- · 23 days' annual leave, including Bank Holidays.
- · Your anniversary day off each year, fully paid.
- · A company pension scheme.
- · A varied position where you'll develop your knowledge of wealth management while taking real ownership of the client experience.
Your responsibilities in this role:
- · Support the Wealth Manager throughout the advice process, coordinating meetings, preparing documentation and ensuring agreed actions are progressed.
- · Act as the day-to-day contact for clients, handling communications and liaising with pension providers, investment platforms and insurance companies to resolve queries.
- · Manage investment administration, including contributions, withdrawals, transfers, new business applications and onboarding documentation.
- · Prepare review packs, valuations and meeting information, while maintaining accurate records, letters of authority and provider correspondence.
- · Track multiple cases and outstanding actions, identifying potential issues early and taking ownership through to completion.
- · Support prospective clients, business development activity and internal improvement projects that strengthen the Temple Row Client Experience.
What we’re looking for:
- · Proven experience within a client-facing position involving the management of multiple clients, cases and competing priorities.
- · Experience using a CRM or database system; knowledge of Xplan would be particularly relevant.
- · Strong Microsoft Word, Excel and Outlook skills, with Adobe, PowerPoint or Canva experience also useful.
- · Excellent organisational and diary management skills, with the ability to maintain accuracy while handling multiple priorities.
- · Strong written and verbal communication skills, including experience handling sensitive or detailed client conversations professionally.
You'll be joining an office-based team in Sutton Coldfield where high standards of service matter and where your work directly influences how clients feel about their financial future.
Working hours: Monday to Thursday, 8:00am–4:00pm. This is predominantly office-based, with very limited remote working.
Pay: £27,000.00-£29,000.00 per year
Benefits:
- Company pension
- Financial planning services
- Free parking
- On-site parking
Work Location: In person
