Financial Planning Administrator
 Pensions and Retirement
 Cheshire
£30,000 - £32,000

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Client Service Executive - Financial Services

Ref: 1978| Posted: 11th Jul 2025

Eventus Recruitment are seeking a full-time permanent Client Service Executive - Financial Services to join a successful and well-established Financial Planning firm based near Chester, Cheshire. The role offers a competitive salary of £30,000 - £32,000 with bonus potential, 25 days holiday, a 5% pension scheme, private healthcare and standard working hours of 9am – 5pm, Monday to Friday.

Role Responsibilities

The successful Client Service Executive - Financial Services will play a crucial role in supporting Financial Advisers by setting up client new business and review appointments. Key responsibilities include:

  • Setting up appointments for Advisers to visit their clients (new and existing clients).

  • Maintaining excellent communication between clients and Financial Advisers.

  • Managing and monitoring new leads effectively through to qualified appointments (no cold leads)

  • Diary management on behalf of Advisers

Person Specification

The incoming Client Service Executive - Financial Services should possesses:

  • Exceptional verbal and written English communication skills, with clear articulation.

  • Previous experience in a similar role, ideally within financial planning, insurance or investment sectors.

  • A proven track record in client-facing roles with at least one year's relevant experience.

  • Strong proficiency in Microsoft Office Suite.

  • Excellent organisation, and time management skills.

  • A proactive and motivated attitude, capable of exceeding targets and deadlines.

  • High energy levels, friendly personality, and outstanding work ethic.

  • Ability to qualify new warm leads efficiently and effectively.

Benefits and Rewards

The successful Client Service Executive will enjoy working within a motivated, supportive, and dynamic team. Benefits include:

  • Competitive base salary between £30,000 and £32,000.

  • Bonus scheme based on performance (OTE varies).

  • 25 days annual leave entitlement.

  • 5% employer pension contribution.

  • Private Healthcare.

  • Attractive and convenient office location in Chester.

  • Regular working hours of 9am – 5pm, Monday to Friday.

About the Company

Our client is a privately-owned, reputable financial planning firm, offering a comprehensive range of financial services, including pensions, insurance, tax advice, and strategic financial planning. The firm is committed to delivering tailored solutions and exceptional service to its diverse client base. The team prides itself on a collaborative and driven work culture, providing ample opportunities for professional growth and development.

Next Steps

Apply now if your skills and experience align with this Client Service Executive - Financial Services role. Alternatively, if you are interested in learning about this career-enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Group via email at duncan.mcilroy@eventusfinance.com or phone 07950 472 004 for a confidential discussion.

If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career.

The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance, and Financial Services sectors. Please note, the years’ experience and/or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer, we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.