?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.
Client Services Assistant employer: Premier Jobs UK
Our client is a dynamic national IFA firm that prioritises employee growth and development, making it an exceptional employer for those in the financial planning sector. With a strong commitment to professional advancement, a supportive work culture, and the flexibility of hybrid working in Bromsgrove, this Paraplanning Manager role offers a unique opportunity to lead a talented team while enjoying competitive benefits and a focus on operational excellence.
