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- Tasks: Support client meetings and manage portfolios while delivering exceptional service.
- Company: Join a well-established financial services firm with a strong reputation.
- Benefits: Enjoy a competitive salary, hybrid working, and early Friday finishes.
- Why this job: Gain hands-on experience in a dynamic team with clear growth opportunities.
- Qualifications: Prior experience in financial planning or wealth management is essential.
- Other info: Contact Beth Gault at Artemis for more information or click ‘Apply’.
The predicted salary is between 26000 - 30000 £ per year.
Artemis Human Capital are pleased to be representing a well-established financial services firm who are now recruiting for aClient Services & Financial Planning Associateto join their team.
This is a varied and rewarding role, perfect for someone with experience in financial services who enjoys combiningclient interaction with technical financial analysis. You’ll work closely with Advisers and Paraplanners, ensuring clients receive an exceptional service that provides clarity and peace of mind in their financial planning.
What you’ll gain:
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Competitive salary of £26–30K
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Hybrid working & early Friday finish
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Strong career progression opportunities
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Exposure to interesting and varied client work
Day-to-day responsibilities:
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Supporting client meetings by preparing reports, reviews, and financial analysis.
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Managing client portfolios and implementing investment changes.
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Contacting providers to obtain client portfolio details.
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Assisting with cashflow planning and financial research.
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Maintaining accurate client data and ensuring compliance with FCA regulations.
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Acting as a first point of contact for client queries, delivering excellent service.
We’re looking for someone who:
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Has prior experience in a financial planning, wealth management, or financial services support role.
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Is confident communicating with clients and providers both by phone and in writing.
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Has excellent organisational skills and attention to detail.
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Is proactive, professional, and able to manage competing priorities.
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Works well both independently and as part of a collaborative team.
This role offers the chance to be hands-on in a dynamic financial planning team, with clear routes for personal and professional growth. Contact Beth Gault at Artemis for more information or click ‘Apply’.
Tagged as: Client Services, Financial Planning, Financial Services, Wealth Management
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Client Services & Financial Planning Associate employer: Artemis Human Capital
Contact Detail:
Artemis Human Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services & Financial Planning Associate
✨Tip Number 1
Familiarise yourself with the latest trends in financial services and client management. This will not only help you during interviews but also demonstrate your commitment to staying updated in a fast-paced industry.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture at Artemis Human Capital.
✨Tip Number 3
Prepare to discuss specific examples from your previous roles that showcase your client interaction skills and technical financial analysis abilities. Being able to articulate your experience clearly can set you apart from other candidates.
✨Tip Number 4
Research Artemis Human Capital and their approach to client services. Understanding their values and how they operate will allow you to tailor your conversations and show that you're genuinely interested in being part of their team.
We think you need these skills to ace Client Services & Financial Planning Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, client interaction, and technical financial analysis. Use keywords from the job description to demonstrate that you meet the specific requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client services and financial planning. Mention specific experiences that align with the responsibilities listed in the job description, such as managing client portfolios or preparing financial reports.
Highlight Relevant Skills: Emphasise your organisational skills, attention to detail, and ability to manage competing priorities. Provide examples of how you've successfully communicated with clients and providers in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application materials for any spelling or grammatical errors. A polished application reflects professionalism and attention to detail, which are crucial in the financial services industry.
How to prepare for a job interview at Artemis Human Capital
✨Showcase Your Financial Knowledge
Make sure to brush up on your financial services knowledge before the interview. Be prepared to discuss specific financial concepts and how they relate to client services, as this role requires a solid understanding of financial planning.
✨Demonstrate Client Interaction Skills
Since the role involves significant client interaction, think of examples from your past experiences where you successfully communicated with clients. Highlight your ability to explain complex financial information in a clear and concise manner.
✨Prepare for Technical Questions
Expect questions that assess your technical skills in financial analysis and portfolio management. Familiarise yourself with common tools and software used in the industry, and be ready to discuss how you've used them in previous roles.
✨Emphasise Organisational Skills
This position requires excellent organisational skills and attention to detail. Prepare to discuss how you manage competing priorities and ensure compliance with regulations, as these are crucial aspects of the job.
