Client Executive - IFA firm - hybrid working

Client Executive - Truro (Hybrid: 2 Days from Home)Salary: Up to £35,000 (DOE)We''re looking for a motivated, detail-driven Client Executive to join our Financial Planning team in Truro. If you''re passionate about delivering first-class client service and enjoy supporting clients in a professional, regulated financial services environment, this could be the ideal next step in your career.In this role, you''ll provide vital administrative and relationship support to our Financial Planners and Paraplanners. You''ll play a key part in ensuring clients receive a seamless, efficient and highly professional service at every stage of their journey. As a first point of contact for many client queries, you''ll help build trusted and long-lasting client relationships.Alongside a competitive salary and hybrid working, you''ll benefit from excellent training, development opportunities and the chance to progress within a supportive, team-focused environment.What You''ll Be Doing Day to DayActing as the first point of contact for non-advice client queriesBuilding strong client relationships and maintaining regular communicationManaging end-to-end processing of investment, pension and protection businessEnsuring all work meets FCA requirements and internal compliance standardsMaintaining accurate client records and supporting audit and file-check activityWorking closely with Financial Planners, Paraplanners and product providersPreparing review packs, meeting documentation and client ..... full job details .....