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This job expired on 28/09/2026. It no longer accepts applications.
Client Relationship Executive – Financial Advisers
IPS Group · London
Job description
About the role
We are seeking an experienced Client Relationship Executive to join a leading wealth management firm in London. Working closely with Financial Advisers, you will be the primary point of contact for clients, ensuring a high level of service and supporting their financial planning journey.
Key responsibilities
- Serve as the main liaison between clients and the advisory team.
- Deliver exceptional client service and maintain strong, trusted relationships.
- Assist in the ongoing management and review of clients’ financial plans.
- Provide support on pensions, investment and protection product queries.
Required profile
- Previous experience in an Independent Financial Adviser (IFA), financial planning or wealth management environment.
- Good understanding of pensions, investments and protection products.
- Excellent communication, attention to detail and a client‑focused mindset.
Required skills
What we offer
- Professional and supportive team environment.
- Clear career development path with support for industry qualifications.
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IPS Group
London
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