Client Service Executive - Insurance & Private Wealth Implementation

Keegan Adams are partnering with an award-winning Private Wealth Advisory group servicing a range of individuals and families with significant wealth. They take particular pride in providing tailored advice and forging deep and lasting relationships with their valued clients. 

Working within a collaborative team environment, you will be providing support to one of the company’s most successful & well respected advisors, ensuring all clients receive an exceptional service and accurate and efficient administration of their financial planning requirements.

Typical duties include:

• Liaise with high net worth clients on the implementation and management of their portfolio
• Develop relationships with clients and third party providers
• Ensure compliance obligations are met, and all necessary paperwork has been sent and received within required timeframes
• Reporting on client portfolios 
• Administration such as filing, photocopying, typing, data entry
• Responding to accounting and audit enquiries relating to client portfolios
• Maintain and update accurate data within CRM systems

To be successful you will have:

• Previous experience in a financial planning environment in a similar client services role
• Finance/Business degree preferred, with Financial Planning qualifications a distinct advantage. 
• Exceptional communication skills with a passion for client satisfaction 
• Organised with an ability to prioritise tasks
• Understanding of confidential nature of work and professional integrity required
• Team player
• Strong attention to detail and accuracy

This is a enviable opportunity to work for a true Employer of Choice. This business has a superb reputation in the industry, an impressive client base, and a genuine focus on their employee engagement and internal team cultures.

We are interviewing immediately. For a confidential discussion please call Alice Pipes on ************ or email your CV via the APPLY link on our website.

Consultant

Alice Pipes

Director

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Reference number: 12981
Profession:Wealth Management

Company: Keegan Adams
Date posted: 21st Aug, 2026