Premier Jobs UK Limited is seeking a Client Services Assistant for a boutique wealth management firm. You’ll provide essential administrative support while learning product knowledge and financial planning processes.
As a client service backbone, you’ll work with Financial Planners, onboarding clients, handling documentation, and coordinating meetings. Hybrid role with ongoing training and a supportive team culture.
This role offers a foundation for a long-term career in financial planning.
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Hybrid Wealth Planning Assistant in Gerrards Cross employer: Premier Jobs UK Limited
Join a forward-thinking national financial planning firm that champions a fully remote work culture, allowing you to balance your professional and personal life seamlessly. With a focus on employee growth, you'll have access to ongoing training and development opportunities while collaborating with high-performing Financial Planners on complex client cases. Experience a supportive environment that values innovation and excellence, making it an ideal place for those seeking meaningful and rewarding employment.
