Client Services Executive

About Us

At Wealthtime, we take pride in our role as a multi‑award‑winning financial technology company, known for our outstanding 5‑star service platform. Our journey is guided by our shared values and behaviours: "Seek Opportunity", "Nurture Each Other" and "Simply Get Going."

With new ownership since 2021 and significant investments of over £17 million, Wealthtime is on an exciting path of growth. Our team, consisting of approximately 300 dedicated individuals, is at the heart of our journey, and we welcome you to join us as we continue to make our mark in the industry.

We’re looking for a positive, passionate individual with a strong work ethic to join our Client Services team.

You’ll be the first point of contact for Financial Advisers, Clients, and Sales Teams, handling queries via phone and email with professionalism and care. Office experience and confidence speaking with customers over the phone are essential, along with great attention to detail and a proactive mindset.

In Client Services, we’re looking for team members who put the customer at the heart of everything they do. We’re excited to welcome passionate individuals who have a mindset geared toward continuous improvement, a strong drive to grow, and a genuine ambition to progress. We especially appreciate individuals who are proactive about improvement, whether that’s personal development or identifying ways to enhance our internal processes and customer experience.

Our team thrives on feedback, and we expect everyone to contribute to that culture by giving and receiving constructive feedback to support growth and learning.

You’ll need to be eager to learn, as the role requires you to be a true generalist, navigating a wide range of processes and systems. Strong multitasking skills and excellent interpersonal abilities are essential, as you’ll be working across various teams and engaging with diverse stakeholders. We value those who can adapt their communication style to suit different audiences and time management is crucial, as we rely on our team members to take ownership and see cases through to resolution.

We’re looking for a passionate, collaborative individual to join our Client Services team, someone who thrives in a supportive, people‑first environment. At Wealthtime, team culture is central to everything we do, and we’re excited to welcome someone who will contribute positively to that. While financial services experience is a bonus, it’s not essential. What matters most is a can‑do attitude, a willingness to tackle challenges head on, and a genuine pride in delivering excellent customer service and outcomes.

Strong communication skills and a problem‑solving mindset are key. We value people who can think critically, work through issues constructively, and communicate clearly with clients and colleagues alike.

We’re especially proud of our bespoke team Elevate progression scheme, which provides a clear, structured pathway for career development. Each level includes a defined salary banding, so you can grow and be financially recognised within your current role as your skills and impact evolve. Many of our team members have progressed to Subject Matter Expert and management roles through Elevate, supported by regular feedback, coaching, and opportunities to showcase their strengths.

Financial services experience and knowledge of wrap platforms are a bonus, but your attitude and commitment to great service matter most.

You’ll need to be confident speaking on the phone, including in challenging situations, and able to remain calm and solution‑focused under pressure. Your ability to listen, communicate clearly, and resolve queries effectively will be essential to maintaining our high standards of service.

You’ll thrive in a collaborative environment, working closely with colleagues to deliver excellent outcomes and continuously improve how we serve. If you’re organised, solution‑focused, and ready to grow in a supportive team, we’d love to hear from you.

• Competitive Compensation: We offer a competitive salary that reflects your skills and contributions.
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