At a Glance
- Tasks: Support client services and manage communications in a fast-paced environment.
- Company: A modern financial planning firm with strong growth and entrepreneurial spirit.
- Benefits: Flexible part-time hours, potential for full-time transition, and hands-on experience.
- Other info: Work closely with founders and enjoy a dynamic, supportive atmosphere.
- Why this job: Join early in a growing business and make a real impact on client experiences.
- 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.
Part-Time Junior Client Service Analyst in London employer: Leverton Search
Join a dynamic and rapidly expanding financial planning firm that values innovation and collaboration. With a flexible part-time role, you'll have the chance to work closely with experienced founders in a supportive environment that encourages personal growth and professional development. This is an exciting opportunity to contribute to a modern advice business while enjoying a balanced work-life schedule in the vibrant city of London.
StudySmarter Expert Advice🤫
We think this is how you could land Part-Time Junior Client Service Analyst 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 interviews by researching the company and its founders. Show genuine interest in their journey and how you can contribute to their growth. Tailor your responses to highlight your organisational skills and proactive attitude.
✨Tip Number 3
Practice your communication skills! Whether it's through mock interviews or casual chats with friends, being able to articulate your thoughts clearly will set you apart. Remember, they’re looking for someone dependable who can get things done.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team and being part of something special from the ground up.
We think you need these skills to ace Part-Time Junior Client Service Analyst 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 advice, as this will show us you’re a great fit for the role.
Craft a Personal Cover Letter:Don’t just send a generic cover letter! Use this opportunity to express why you’re excited about joining our team and how your background aligns with our needs. We love seeing genuine enthusiasm!
Show Off Your Organisational Skills:Since the role involves keeping client records organised, it’s a good idea to mention any tools or methods you use to stay organised. This will help us see how you can contribute to a smooth client experience.
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 during the process.
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 requires strong organisational abilities, prepare examples from your past experiences where you successfully managed tasks or projects. This could be from university, internships, or even personal projects—anything that highlights your ability to keep things running smoothly.
✨Be Proactive and Engaging
Demonstrate your proactive attitude by asking insightful questions about the company and its growth plans. This not only shows your enthusiasm but also your willingness to take ownership and contribute to the team’s success.
✨Stay Calm Under Pressure
Prepare for potential situational questions that assess how you handle stress or tight deadlines. Think of specific instances where you remained calm and effective, as this aligns perfectly with what they’re looking for in a candidate.
