At a Glance
- Tasks: Support high-value clients with complex financial and business needs.
- Company: Dynamic firm with a focus on client relationships and strategic advice.
- Benefits: Flexible hours, ongoing training, 28 days holiday, and a pension scheme.
- Other info: Clear career progression and access to cutting-edge technology.
- Why this job: Join a small team and make a real impact in client advisory.
- Qualifications: Working towards a Diploma; strong background in private client advisory.
The predicted salary is between 30000 - 45000 € per year.
Location: Bishop’s Stortford, Hertfordshire
Employment Type: Permanent
Salary: £30,000 – £45,000 per annum
Responsibilities
- Support the Client Adviser with a small portfolio of high‑value clients, each with complex financial, business, and legacy planning needs.
- Act as the lead relationship holder: trusted, strategic, and always one step ahead.
- Collaborate with specialists in investment, tax, business exit planning, and structuring to deliver joined‑up advice.
Qualifications / Experience
- Working towards a Diploma via CII or CISI.
- Strong background in private client advisory such as family office, boutique wealth firm, or private banking.
- Natural relationship builder: emotionally intelligent, commercially sharp, and credible with sophisticated clients.
- Excellent listening skills.
Why This Role Stands Out
- Truly high‑calibre client base without a volume‑driven sales culture.
- A small, strategic team of senior professionals from private banking, investment, and advisory backgrounds.
- Clear pathway to long‑term growth and influence within the firm.
- Work that is meaningful, multi‑dimensional, and far more impactful than standard IFA roles.
Benefits
- Flexible hours: Standard hours are 9 am – 5 pm.
- Technology: Cutting‑edge AI – R&D several years ahead.
- Professional development: Ongoing training and support for exams to CII or CISI Level 4 and beyond.
- Free onsite parking.
- 28 days holiday.
- Pension: 5 % employee & 5 % employer contributions.
- Discretionary bonus.
- Post‑probation benefits: group PHI scheme and private medical insurance.
- Career progression opportunities within the company.
How to Apply
Apply today to be considered for this exciting opportunity. If suitable, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client.
Client Services & Technical Support employer: Eden Rose
Join a dynamic team in Bishop’s Stortford, where you will support high-value clients with complex financial needs in a collaborative environment. Our commitment to professional development, flexible working hours, and a meaningful work culture ensures that you can grow your career while making a significant impact. With a focus on quality over quantity, we offer a unique opportunity to build trusted relationships and influence within the firm.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services & Technical Support
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for a role in client services. A personal recommendation can go a long way in landing that interview.
✨Tip Number 2
Prepare for those interviews by researching the company and its clients. Understand their needs and how you can provide value. This shows you're not just another candidate, but someone who genuinely cares about making an impact.
✨Tip Number 3
Practice your listening skills! During interviews, make sure to actively listen to what the interviewer is saying. This will help you respond thoughtfully and demonstrate your emotional intelligence, which is key in client relationship management.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Client Services & Technical Support
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Client Relationship Manager role. Highlight your background in private client advisory and any relevant qualifications like CII or CISI.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your relationship-building skills and emotional intelligence. Make it personal and connect your experiences to the responsibilities outlined in the job description.
Showcase Your Listening Skills:In your application, emphasise your excellent listening skills. This is crucial for understanding complex client needs, so share examples of how you've successfully navigated client relationships in the past.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with our strategic team!
How to prepare for a job interview at Eden Rose
✨Know Your Clients
Before the interview, research the types of clients the company works with. Understand their complex financial needs and how you can support them. This will show your potential employer that you're not just interested in the role, but also in the clients you'll be serving.
✨Showcase Your Relationship Skills
Be prepared to discuss your experience in building and maintaining client relationships. Use specific examples that highlight your emotional intelligence and ability to connect with sophisticated clients. This is crucial for a role that requires trust and strategic thinking.
✨Collaborate Like a Pro
Since the role involves working with specialists in various fields, think of examples where you've successfully collaborated with others. Highlight your ability to deliver joined-up advice and how you can bring different perspectives together to benefit clients.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to client services and technical support. This not only shows your interest in the role but also your understanding of the industry. It’s a great way to demonstrate that you’re already thinking strategically about how to contribute.
