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For Companies At a Glance
- Tasks: Support our Financial Planning team by ensuring exceptional client care and operational efficiency.
- Company: Join Albert Goodman, a leading firm of Chartered Accountants and Financial Planners.
- Benefits: Enjoy 25+ days holiday, flexible benefits, health plans, and discounts.
- Why this job: Be part of a friendly, progressive team that values your growth and ideas.
- Qualifications: Previous experience in a similar role and great communication skills are essential.
- Other info: We celebrate diversity and are committed to training future leaders.
The predicted salary is between 28800 - 43200 ÂŁ per year.
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 process and track new business applications and manage 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 into 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
- 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 5,000 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.
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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
Familiarise yourself with the Intelligent Office client database, as it's a key requirement for this role. If you haven't used it before, consider watching tutorial videos or reading up on its features to demonstrate your initiative and readiness to learn.
✨Tip Number 2
Brush up on FCA compliance requirements relevant to financial planning. Understanding these regulations will not only help you in the role but also show your commitment to maintaining high standards of client care.
✨Tip Number 3
Prepare to showcase your communication skills during the interview. Think of examples where you've effectively communicated with clients or team members, as this is crucial for the Client Services Associate position.
✨Tip Number 4
Highlight your ability to organise and prioritise tasks. Consider discussing specific instances where you've successfully managed multiple responsibilities, as this will resonate well with the team's focus on operational efficiency.
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 highlights relevant experience, especially any previous roles in client services or financial planning. Use keywords from the job description to demonstrate that you meet the requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific aspects of Albert Goodman that appeal to you and how your skills align with their values and mission.
Highlight Communication Skills: Since the role requires great communication skills, provide examples in your application of how you've effectively communicated with clients or teams in the past. This could be through successful projects or resolving client issues.
Showcase Attention to Detail: Given the importance of operational efficiency in this role, include examples that demonstrate your attention to detail. This could involve managing complex tasks or ensuring accuracy in reports or client communications.
How to prepare for a job interview at Albert Goodman
✨Show Your Attention to Detail
As a Client Services Associate, attention to detail is crucial. Be prepared to discuss specific examples from your past experience where your meticulous nature helped avoid errors or improved client satisfaction.
✨Demonstrate Your Communication Skills
Since the role involves regular communication with clients and internal teams, practice articulating your thoughts clearly. Consider preparing a few scenarios where you successfully resolved client issues through effective communication.
✨Familiarise Yourself with FCA Compliance
Understanding FCA compliance is essential for this position. Brush up on relevant regulations and be ready to discuss how you have adhered to compliance standards in previous roles or how you would approach it in this new position.
✨Express Your Team Spirit
Albert Goodman values teamwork, so be sure to highlight your collaborative experiences. Share examples of how you've worked effectively within a team to achieve common goals, especially in client-focused environments.
