Financial Planning Administrator
 Pensions and Retirement
 Cheshire
£28,000 - £30,000

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Client Service Executive - Financial Services

Ref: 2133| Posted: 2nd Dec 2025

Eventus Recruitment are seeking a full-time, permanent Client Service Executive – Financial Services to join a highly successful Financial Planning business based near Chester, Cheshire. This Client Service Executive job offers a competitive salary of £28,000 – £30,000, bonus potential, 25 days holiday, a 5% pension scheme and private healthcare. The employer also provides a professional and supportive working environment with standard hours of 9am – 5pm, Monday to Friday. This is an excellent opportunity for an experienced Financial Services Administrator or Client Services Administrator seeking a career-enhancing Client Service Executive job in the Chester area. Due to continued business growth, the hiring company is looking to expand its team to support increasing client demand.

Job Responsibilities

This Client Service Executive – Financial Services job offers the chance to work closely with Advisers, support client activity and ensure efficient operational processes. The incoming applicant will play a key part in maintaining strong communication and supporting high-quality service within the Chester office.

  • Setting up appointments for Advisers to visit new and existing clients.
  • Maintaining excellent communication between clients and Financial Advisers.
  • Managing and monitoring new leads effectively through to qualified appointments (all warm leads; no cold leads).
  • Managing diaries and scheduling on behalf of Advisers.

Person Specification

The incoming Client Service Executive – Financial Services should be personable, motivated and confident in delivering excellent service. Strong organisational and communication skills are essential to thrive in this Chester-based Financial Planning business.

Requirements include:

  • Exceptional verbal and written communication with clear articulation.
  • Previous experience in a similar job within financial planning, insurance or investment sectors.
  • At least one year’s experience in a client-facing environment.
  • Strong proficiency in Microsoft Office Suite.
  • Excellent organisation and time management skills.
  • A proactive, motivated attitude and confidence in surpassing targets.
  • High energy levels, friendly personality and strong work ethic.
  • Ability to qualify warm new leads efficiently and effectively.

Benefits and Rewards

This Financial Planning employer offers a collaborative and supportive working environment in Chester, with a genuine focus on employee wellbeing and development. The successful Client Service Executive – Financial Services will benefit from a strong package and structured working patterns.

  • Salary between £28,000 and £30,000.
  • Performance-based bonus scheme (OTE varies).
  • 25 days annual leave.
  • 5% employer pension contribution.
  • Private healthcare.
  • Attractive office location near Chester.
  • 9am – 5pm working hours, Monday to Friday.

About the Company

The hiring company is a respected, privately owned Financial Planning business based near Chester, Cheshire. They provide a comprehensive range of financial services including pensions, insurance, tax planning and wider strategic financial advice. Renowned for personalised client service and long-term financial planning, the business has developed a strong local reputation. Their working environment is collaborative, supportive and geared towards professional growth, making this an appealing opportunity for someone seeking a long-term Client Service Executive – Financial Services job.

Next Steps

Apply now if your skills and experience align with this Client Service Executive - Financial Services job. 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 on the bottom of our website.