At a Glance
- Tasks: Support Financial Planners and enhance client experiences in a fully remote role.
- Company: Join a growing wealth management firm with a stellar reputation.
- Benefits: Up to £35,000 salary, bonuses, flexible hours, and excellent perks.
- Other info: Enjoy a 35-hour work week and a collaborative work environment.
- Why this job: Be part of a supportive team that values your growth and development.
- Qualifications: Experience in client services and strong organisational skills required.
The predicted salary is between 35000 - 35000 £ per year.
Fully Remote Role | 35-Hour Working Week | Growing Wealth Management Firm An excellent opportunity has arisen for an experienced Client Services Assistant to join a highly regarded and growing wealth management firm.
This successful financial planning business has built an outstanding reputation through delivering exceptional client service, high-quality financial planning and long-term client relationships.
Due to continued growth, they are seeking a Client Services Assistant to support their Financial Planners and wider technical team while helping to deliver a first-class client experience.
This is a fully remote position offering flexibility, excellent benefits and the opportunity to join a supportive and collaborative organisation that genuinely invests in its people.
The Opportunity As a Client Services Assistant, you will play a vital role in supporting the client journey from initial onboarding through to ongoing servicing and review processes.
Working closely with Financial Planners, Technical Specialists, providers and clients, you will ensure all administrative processes are handled efficiently while maintaining exceptional service standards throughout.
Your responsibilities will include
- Processing new and existing business across pensions, investments and protection products
- Managing the onboarding process for new clients
- Coordinatin...
