Our client is a financial services provider with a difference based in Chester. They are a dynamic, young company at the very cutting edge of financial advisory solutions to top tier Independent Financial Planners.  They have already achieved a highly respected brand within Financial Services.

  • They have created a suite of world leading solutions to help IFA firms;
  • Close the gap between client expectation and investment reality.
  • Deliver a regular monthly client touch point.
  • Improve the efficiency and professionalism of their service.
  • Provide a demonstrably clear link between the service and the fee they charge their clients.
  • Potentially increases the fees they charge for the service and therefore increase the equity value of their business.

Required Skills

  • Account Executive Experience,
  • Client-Focused Solutions Experience,
  • Ability to Communicate Client Needs with colleagues,
  • Ability to Manage Multiple Projects and Relationships Simultaneously,
  • Negotiation, Listening, Communication & Presentation Skills,
  • High Level of Attention to Detail.


  • Financial Services experience required, preferably within the IFA community
  • Proven track record working within client relations.


  • Grade C or above GCSE English and Maths
  • A good level of competency using Microsoft Excel and Word
  • Must hold a full UK drivers licence and have own car


  • Visits clients, situated across the UK (sometimes staying away overnight)
  • Operates as the point of contact for assigned clients
  • Develops and maintains long-term relationships
  • Makes sure clients receive requested information and services in a timely fashion
  • Communicates client needs and demands back to line manager
  • Forecasts and tracks client account metrics



  • Manage projects within client relationships, working to carry out client goals while meeting company goals
  • Identifies opportunities to grow business with existing clients
  • Coordinate with staff members working on the same account to ensure consistent service
  • Service multiple clients concurrently
  • Keep records of client communications
  • Other support duties


If you feel you have the skills to become part of their successful team then please send your CV by filling in a contact form on our website

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