Are you ready to launch your career in financial planning as a Client Services Assistant? This is an exciting opportunity to join a boutique wealth management firm where you'll provide essential administrative support while developing comprehensive product knowledge and technical skills. As a Client Services Assistant , you'll be the backbone of client service delivery, working closely with Financial Planners and Technical Specialists to ensure seamless client experiences. This isn't just an administrative role – it's your foundation for a long-term career in financial planning. What You'll Be Doing: Your day-to-day as a Client Services Assistant will include processing new and existing business, onboarding clients, managing the review process, and liaising with product providers. You'll maintain accurate records on the back-office system, assist with suitability reports, and help coordinate meetings between clients and advisers. This is a genuinely varied role where you'll gain exposure to the full client journey – from initial onboarding through to ongoing reviews. Why This Client Services Assistant Role Stands Out: This firm values their team deeply and has built a close-knit culture where people genuinely want to stay. You'll be treated with respect and trust from day one,...
Client Services Assistant employer: Premier Jobs UK Limited Careers
Join a leading mortgage brokerage that champions autonomy and flexibility for its Mortgage Advisors. With the opportunity to work remotely across England and Wales, you'll enjoy a commission-only structure with no salary cap, warm leads, and comprehensive back-office support, all while maintaining your independence. This is an excellent environment for experienced professionals looking to thrive in their careers without the constraints of micromanagement.
Contact Details:
Premier Jobs UK Limited Careers Recruitment Team
