A highly successful wealth management firm is seeking a Client Servicing Assistant to join its growing team in the City of London. This is an excellent opportunity for an energetic and motivated individual who enjoys working in a fast-paced environment and delivering exceptional levels of client service. The successful candidate will support a team of Financial Planners and play a key role in ensuring clients receive a first-class experience throughout their financial planning journey. The position offers a broad and varied workload, making it ideal for somebody who enjoys building relationships, solving problems and taking ownership of client servicing activities. Key Responsibilities: Supporting Financial Planners with all aspects of client servicing and administration Acting as a key point of contact for clients, providers and other stakeholders Managing client onboarding and ongoing servicing requirements Maintaining accurate client records and updating CRM systems Processing withdrawals, redemptions and new business submissions Assisting with portfolio changes, rebalancing and financial review documentation Managing EIS and VCT exits Supporting clients through bereavement and probate cases Liaising with providers to obtain information and resolve client queries Ensuring service standards and regulatory requirements are consistently met Candidate Requirements: Previous experience within financial services would be advantageous Experience within a wealth management, financial planning or client servicing environment is desirable Excellent communication and relationship-building skills Strong organisational skills and attention to detail Positive attitude with the ability to work effectively under pressure Strong problem-solving skills and a proactive approach Good working knowledge of Microsoft Office applications Team-oriented with a genuine desire to provide exceptional client service Package: £45,000 - £50,000 basic salary Bonus scheme Excellent benefits package Hybrid working arrangement Modern City of London offices Supportive and collaborative team environment Genuine long-term career development opportunities This is an outstanding opportunity to join a highly respected wealth management business where you will gain exposure to high-net-worth clients, work alongside experienced professionals and build a long-term career within a successful and growing organisation.
