At a Glance
- Tasks: Support client services and operations in a fast-growing financial planning firm.
- Company: Modern financial planning firm with a dynamic and entrepreneurial culture.
- Benefits: Flexible part-time hours, potential for full-time transition, and hands-on experience.
- Other info: Work closely with founders in a collaborative environment across London.
- Why this job: Join at an early stage and make a real impact on the business's growth.
- Qualifications: Recent graduate with interest in finance and strong communication skills.
The predicted salary is between 20000 - 25000 £ per year.
We’re working with a modern and fast-growing financial planning firm looking to hire their first Client Services Associate on a part-time basis. Founded by two senior investment professionals from institutional investment management backgrounds, the business has built strong momentum in its first year and is continuing to grow its client base steadily. This is an opportunity to join at an early stage and play a genuinely important role in the evolution of the business.
The founders are looking for someone hands-on, organised and calm under pressure — someone who enjoys getting stuck in and helping things run smoothly day-to-day. The role will initially focus on client servicing and operational support, but there is significant scope for responsibility and progression as the business grows.
Responsibilities will include:
- Supporting day-to-day client servicing activities
- Managing client communications and follow-ups
- Assisting with onboarding and administrative processes
- Keeping client records and updates organised
- Helping ensure a smooth and professional client experience
The ideal profile:
- A recent graduate or similar, with experience and interest within financial advice, wealth management or asset management
- Understanding of the financial planning / investment management industry
- Strong communication and organisational skills
- Proactive attitude with a willingness to learn
- Comfortable working in a fast-paced, entrepreneurial environment
- Someone dependable who can take ownership and “get things done”
Additional details:
- Part-time role (3 days per week)
- Fully flexible working arrangement
- Meetings typically held in co-working spaces across London
- Potential to transition into a full-time role as the business continues to scale
This is an excellent opportunity for someone who enjoys working closely with founders and wants to be part of building a modern advice business from an early stage.
Due to the increased number of applications for this role, we may only respond to candidates whose experience most closely matches the criteria. At our company, we prioritise equity throughout the recruitment process. We are committed to ensuring fairness and equal opportunities for all applicants. If there is anything we can do to make the process more accessible to you, please let us know.
Client Service & Operations Graduate - Part-time in London employer: Leverton Search
Join a dynamic and rapidly expanding financial planning firm that values innovation and collaboration. As a part-time Client Service & Operations Graduate, you'll benefit from a flexible working arrangement while playing a crucial role in shaping the future of the business alongside experienced founders. With ample opportunities for professional growth and a supportive work culture, this is an ideal environment for recent graduates eager to make a meaningful impact in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Client Service & Operations Graduate - Part-time in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its founders, and think about how your skills align with their needs. Practise common interview questions and be ready to showcase your proactive attitude and organisational skills.
✨Tip Number 3
Follow up after your interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s a great chance to reiterate why you’re the perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly shows your commitment to joining our team. Let’s get you that part-time role!
We think you need these skills to ace Client Service & Operations Graduate - Part-time in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the job description. Highlight any relevant experience in client servicing or financial planning to show us you’re the right fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re excited about this role and how your background aligns with our needs. Keep it concise but engaging!
Show Off Your Organisational Skills:Since we’re looking for someone organised, make sure to demonstrate your ability to manage tasks effectively. You could mention specific tools or methods you use to stay on top of things.
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 don’t miss out on any important updates from us!
How to prepare for a job interview at Leverton Search
✨Know Your Stuff
Make sure you brush up on the basics of financial planning and investment management. Familiarise yourself with common terms and concepts in the industry, as this will show your genuine interest and understanding during the interview.
✨Show Off Your Organisational Skills
Since the role involves managing client communications and keeping records organised, be ready to share examples of how you've successfully managed tasks or projects in the past. Highlight any tools or methods you use to stay organised.
✨Demonstrate Your Proactive Attitude
Prepare to discuss times when you've taken initiative or gone above and beyond in previous roles or projects. This will resonate well with the founders who are looking for someone dependable who can 'get things done'.
✨Ask Thoughtful Questions
At the end of the interview, don’t shy away from asking questions about the company’s growth plans or the team dynamics. This shows that you're not just interested in the role, but also in how you can contribute to the business's evolution.
