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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 £ per year.
Join to apply for the Client Services Associate, Financial Planning role at Albert Goodman
We’re seeking a proactive and detail-oriented Client Services Associate to join our Financial Planning team in Taunton. 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.
Responsibilities
- Provide comprehensive administrative support across all stages of the client journey.
- Conduct research and compile clear, accurate reports to support financial recommendations.
- Process and track new business applications and manage online platforms with attention to detail.
- Communicate regularly with clients, product providers, and internal teams to ensure timely and accurate completion of new and ongoing business, maintaining high service standards.
What We Need From You
- Experience in a similar role, including use of Intelligent Office client database/back office system
- Awareness of FCA compliance requirements
- Interest in progressing with industry qualifications
- Great communication skills and the ability to organise and prioritise workload
- Team-oriented with a focus on client care
We understand that not every candidate will match every requirement. If you feel you could bring a lot to Albert Goodman, we encourage you to apply so we can learn more about you.
What We Can Give You In Return
- A competitive and flexible benefits package, including a minimum of 25 days holiday (increasing with service) with the option to buy or sell holiday
- Annual salary review
- Hybrid working
- Payment of professional subscriptions relevant to your role
- Group pension scheme
- Life assurance with access to a smart health app
- 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 Albert Goodman
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 is committed to encouraging equality, diversity and inclusion. We are an equal opportunities employer and offer an environment where candidates and colleagues feel valued. We 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 to help drive our business forward and make this an exciting firm to be part of.
What Sets Us Apart
A career at Albert Goodman can be varied and rewarding. We embrace future change and development, and invest in a range of training programmes to help you develop and evolve your career, no matter which path you choose. We celebrate difference and empower people to bring new ideas, solutions, and perspectives. We make a positive difference to those we work with, our communities, and the environment, and we are proud to hold B Corp status since 2023. We were named the Best Companies number one accountancy firm to work for in the UK in 2022 and 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.
