Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support clients with tailored financial advice and ensure smooth service delivery.
- Company: Expanding chartered Wealth Manager in the heart of London.
- Benefits: Competitive salary, comprehensive benefits, and hybrid work options.
- Why this job: Join a dynamic team and grow your career in wealth management.
- Qualifications: 6 months experience in financial planning or administration; strong MS Office skills.
- Other info: Collaborative culture with opportunities for professional development.
The predicted salary is between 33000 - 40000 £ per year.
Our client, an expanding, chartered Wealth Manager, is looking to add to their busy client services team to ensure that every client receives a thoughtful, tailored, and professional service. These roles can offer progression into Paraplanning and onwards in due course; therefore they welcome applications from ambitious candidates looking to secure a long‑term future in the firm.
The Role
You will play a key role in ensuring the smooth delivery of advice and support services to valued clients. The environment is busy and fast‑paced, so you’ll need to be adaptable, detail‑oriented, and a natural communicator who thrives in a team setting.
Duties (not exhaustive)
- Carrying out core client servicing tasks accurately and in line with expected service levels, including but not limited to:
- Provision of portfolio reports
- Pre‑meeting documentation
- Reviewing and correcting client cash accounts
- Submitting and implementing new business as agreed
- Updating and maintaining accurate client records
- Managing own workflow and tasks to meet company requirements
- Becoming a subject matter expert in certain processes, providing training and information across the business and ensuring the processes remain fit for purpose
- Escalating promptly any issues to the Team Leader that may impact the ability to deliver the services
- Working collaboratively with colleagues across the business to ensure high‑quality client services are provided
- Helping identify potential service changes to improve the client experience or internal efficiency
About you
- A minimum of 6 months experience in Wealth Management/Financial planning support or administration role; applications welcomed from more experienced candidates.
- Strong knowledge of MS Office (Word, Excel, Teams, SharePoint)
- Experience using Intelligent Office (IO) software (preferred)
- Excellent organisational skills and attention to detail
- Strong numeracy and communication skills
- Ability to work to tight deadlines with minimal supervision
Joining this business means being part of a forward‑thinking firm that values collaboration, development, and excellence. You’ll enjoy a supportive work culture, professional growth opportunities, and a benefits package designed to look after you and your wellbeing.
Client Services (Financial Planning/Wealth Management) in City of London employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services (Financial Planning/Wealth Management) in City of London
✨Tip Number 1
Don’t just sit back and wait for the job to come to you! Slide into the DMs of the job poster on LinkedIn. A friendly message can make you stand out and show your enthusiasm for the role.
✨Tip Number 2
Network like a pro! Reach out to current employees or alumni in the industry. They might give you insider tips or even refer you, which can boost your chances of landing that sweet spot in client services.
✨Tip Number 3
Prepare for the interview by brushing up on your knowledge of financial planning and wealth management. Be ready to discuss how your skills align with the role and how you can contribute to the team’s success.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining a forward-thinking firm that values collaboration and development.
We think you need these skills to ace Client Services (Financial Planning/Wealth Management) in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your relevant experience in Wealth Management or Financial Planning, and don’t forget to showcase your organisational skills and attention to detail!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about client services and how you can contribute to the team. Be sure to mention any specific experiences that align with the role.
Show Off Your Tech Skills: Since the role requires strong knowledge of MS Office and possibly Intelligent Office software, make sure to mention your proficiency in these tools. If you have any examples of how you've used them effectively, include those too!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of it, so don’t miss out on this opportunity!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and financial planning. Understand the core services the company offers and be ready to discuss how your experience aligns with their needs. This shows you're genuinely interested and prepared.
✨Showcase Your Communication Skills
As a Client Services professional, communication is key. Practice articulating your thoughts clearly and confidently. You might even want to prepare a few examples of how you've effectively communicated with clients or colleagues in the past.
✨Demonstrate Adaptability
The role is fast-paced, so be ready to discuss times when you've had to adapt quickly to changes or challenges. Highlight your ability to manage multiple tasks while maintaining attention to detail—this will resonate well with the interviewers.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, team dynamics, and opportunities for progression. This not only shows your interest but also helps you gauge if the company is the right fit for you.