At a Glance
- Tasks: Support financial planners and deliver exceptional client experiences in a dynamic environment.
- Company: Join a respected financial planning group known for its strong values and collaborative culture.
- Benefits: Enjoy a competitive salary, bonus, hybrid working, and excellent benefits.
- Other info: Opportunity for career growth in a supportive and structured environment.
- Why this job: Make a real impact in a growing team while developing your skills in financial services.
- Qualifications: Experience in financial services administration or client servicing is preferred.
The predicted salary is between 35000 - 35000 £ per year.
Hybrid Working | Strong Benefits Package | Established Financial Planning Group An excellent opportunity has arisen for a Client Service Team Associate to join a highly regarded and growing financial planning group.
This is a key client servicing role within a busy and professional wealth management environment, supporting Financial Planners, Paraplanners and wider internal teams in delivering an exceptional client experience.
The business is known for its strong values, collaborative culture and commitment to delivering high-quality, compliant financial planning services.
Due to continued growth and the integration of acquired firms, they are now looking to strengthen their Client Service Team with a capable and detail-focused individual.
This role would suit someone with experience in financial services administration or client servicing who enjoys working in a structured, fast-paced environment and is keen to develop within a supportive organisation.
The Opportunity As a Client Service Team Associate, you will play a central role in supporting advisers and ensuring the smooth delivery of client services across the business.
You will be responsible for a range of core servicing and administrative tasks, ensuring accuracy, efficiency and excellent client outcomes at all times.
Your responsibilities will include
- Producing portfolio reports and pre-meeting d...
