Client Services Executive - Financial Services

• Hybrid
• Clear progression plan

• Hybrid
• Clear progression plan
• Flexible schedule

This boutique firm is recognised as a leading provider of specialist insurance, investment and financial services in the Lloyd's insurance market. Our client manages over £5 billion of underwriting each year, making it one of the most influential advisers in the sector.

Their expertise covers Lloyd's Members' Agency services, underwriting, insurance company administration, audit, tax, and consultancy.

In this entry-level role, you'll support a small team of Private Client Directors managing the underwriting affairs of High Net Worth Individual clients.

You'll be involved in all aspects of day-to-day client management, learning the skills and knowledge needed to become a fully qualified professional over approximately two years. You'll get full training and support throughout your development to manage your portfolio of clients once qualified.

• Assist Senior Managers with the day-to-day management of their client portfolio.
• Work on a variety of projects, keeping major stakeholders updated with progress/ commercial developments.
• Accurately record and file all client communications and instructions.
• Attend client meetings alongside Senior Managers to learn and build relationships.
• Liaise with third parties, including investment managers, banks, and accountants to resolve queries or elevate as needed.
• Analyse data, prepare calculations, and create reports and explanations for clients.
• Collaborate closely with a wider team to deliver excellent client service and develop your knowledge of the current financial markets.
• Work towards the qualifications and regulatory permissions needed to become a fully certified Client Manager.

• A 2.1 in a numerate subject from a top university.
• Minimum GCSE Maths and English
  - Grade 5/B or equivalent.
• Ideally some commercial experience or exposure in the financial sphere.
• Strong interpersonal and communication skills to build rapport and develop excellent working relationships.
• Good analytical skills with great attention to detail and problem-solving abilities.
• A team player who collaborates well across departments and shares knowledge.
• Adaptable communication style to suit different audiences and situations.

• Full training and development - a tried and tested formula for success!
• Freshly renovated offices in the heart of the city
• Hybrid working structure
• Supportive and collaborative working environment

Give A Grad a Go is committed to being an equal-opportunity employer. All qualified applicants will receive consideration regardless of age, gender, ethnicity, sexual orientation, faith, disability or other. We are continually finding ways to improve the way we work, readour Diversity and Inclusion promise for more information about this.