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For Companies At a Glance
- Tasks: Support Financial Planning Consultants and ensure exceptional client care.
- Company: Join a top-rated accountancy firm with a friendly and inclusive culture.
- Benefits: Flexible benefits, 25+ days holiday, hybrid working, and professional development opportunities.
- Why this job: Make a real impact in financial planning while growing your career.
- Qualifications: Previous experience is a plus, but enthusiasm and communication skills matter most.
- Other info: Be part of a progressive team that values diversity and inclusion.
The predicted salary is between 28800 - 43200 £ per year.
The role
We’re seeking a proactive and detail-oriented Client Services Associate to join our Financial Planning team in Taunton, on either a full or part time basis.
In this vital support role, you will work closely with our Financial Planning Consultants to ensure the seamless delivery of exceptional client care and operational efficiency. Key responsibilities include providing comprehensive administrative support across all stages of the client journey. You will conduct research and compile clear, accurate reports to support financial recommendations, as well as processing and tracking new business applications and managing online platforms with attention to detail.
You’ll be regularly communicating with clients, product providers, and internal teams, to ensure timely and accurate completion of new and ongoing business, all to a great service standard.
What we need from you
- Previous experience within a similar role, including the use of Intelligent Office client database/back office system, although we are also keen to hear from any applicants wanting to take their first step in to Financial Planning
- An awareness of FCA compliance requirements
- An interest in progressing with industry qualifications
- Great communication skills and the ability to organise and prioritise your workload
- A love of working in a team, with a focus on client care
We understand that not everyone will come with these exact requirements. If your experience isn’t a complete match but you feel you could bring a lot to AG, we’d still encourage you to apply so that we can learn more about you!
What we can give you in return
We offer a fantastic place to work with a competitive and flexible benefits package. This includes:
- A minimum of 25 days holiday which increases with length of service. Plus the option to buy and sell holiday
- An annual salary review
- Hybrid working
- Payment of any professional subscriptions relevant to your role
- Group pension scheme
- Life assurance, which includes access to a smart health app
- An employee assistance programme for you and your family
- One volunteering day per year
- Cinema society discounts
- Bupa health and cash plans available
- Electric car and cycle to work schemes
About AG
Albert Goodman is a firm of Chartered Accountants, Tax Consultants and Financial Planners, providing high-quality advice to over 5000 local and national businesses and individuals.
We are friendly, fair and forward thinking with a can-do attitude. We collaborate to achieve, and pride ourselves on being trustworthy, progressive and impactful.
Our people are vital to our continued success and we are always looking to train and develop individuals who could be our future Partners and leaders.
Albert Goodman are committed to encouraging equality, diversity and inclusion amongst our people. We are an equal opportunities employer, as well as a Disability Confident Committed employer. We offer an environment where candidates and colleagues feel valued, and ensure that no applicant or employee receives less favourable treatment on the grounds of age, race, religion or belief, disability, gender reassignment, marital status, pregnancy, sex or sexual orientation. We welcome applicants who can bring new perspectives and experiences, that not only help drive our business forward but make this an exciting firm to be part of.
What sets us apart
A career at Albert Goodman can be a varied and rewarding one. We embrace future change and development. By hiring from within and investing in a range of training programmes, we give you the chance to develop and evolve your career, no matter which route you want to take.
We form inclusive relationships that deliver. We celebrate difference and empower people to bring new ideas, solutions, and perspectives.
We make a positive difference to those with whom we work, as well as in our communities and the environment, and were immensely proud to have secured B Corp status in 2023.
We were named the Best Companies number one accountancy firm to work for in the UK in 2022, as well as a “World Class Place to Work” in 2024.
Client Services Associate, Financial Planning employer: Albert Goodman
Contact Detail:
Albert Goodman Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Associate, Financial Planning
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can help you land that Client Services Associate role.
✨Tip Number 2
Prepare for those interviews by researching common questions and practicing your answers. We recommend using the STAR method (Situation, Task, Action, Result) to structure your responses. This will help you showcase your skills and experiences effectively!
✨Tip Number 3
Don’t forget to follow up after your interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you fresh in the interviewer's mind, which is always a good thing.
✨Tip Number 4
Apply through our website for the best chance of getting noticed! We love seeing applications come directly from candidates who are genuinely interested in joining our team. So, take that extra step and show us you’re keen!
We think you need these skills to ace Client Services Associate, Financial Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Services Associate role. Highlight any relevant experience, especially in client care and administrative support, to show us you’re a great fit for our Financial Planning team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and how your skills align with what we’re looking for. Don’t forget to mention why you want to join Albert Goodman specifically!
Showcase Your Communication Skills: Since this role involves regular communication with clients and teams, make sure your application reflects your strong communication skills. Use clear and concise language, and don’t hesitate to share examples of how you’ve effectively communicated in past roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Albert Goodman
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial planning and the role of a Client Services Associate. Brush up on FCA compliance requirements and be ready to discuss how your previous experience relates to the responsibilities outlined in the job description.
✨Show Off Your Communication Skills
Since this role involves regular communication with clients and internal teams, practice articulating your thoughts clearly. Prepare examples of how you've successfully communicated in past roles, especially in challenging situations, to demonstrate your ability to maintain great service standards.
✨Be Detail-Oriented
Attention to detail is crucial in this position. During the interview, highlight instances where your meticulous nature has led to successful outcomes. You might even want to bring along a sample report or project that showcases your organisational skills and thoroughness.
✨Express Your Team Spirit
Albert Goodman values teamwork, so be prepared to discuss how you thrive in collaborative environments. Share experiences where you contributed to a team’s success and how you prioritise client care while working alongside others to achieve common goals.
