At a Glance
- Tasks: Support financial advisers and ensure a smooth client experience in wealth management.
- Company: Tanager Wealth Management, a growing firm with high standards and strong client outcomes.
- Benefits: Competitive salary, bonus potential, private medical insurance, and full study support for qualifications.
- Other info: Enjoy a hybrid work model and excellent career growth opportunities.
- Why this job: Join a supportive team and kickstart your career in the dynamic world of finance.
- Qualifications: Experience in client onboarding and investment platforms is a plus, but not essential.
The predicted salary is between 32000 - 38000 £ per year.
Client Service Associate
£32,000 - £38,000 (total overall package up to £40,000 at the top of the range)
Hybrid 3 days office / 2 home (office based during probation)
Central London office with excellent facilities
The role
Are you an experienced IFA Administrator or Wealth Management professional who understands exactly how financial planning works? Experience within Wealth Management or Financial Services is an advantage but not essential. Tanager Wealth Management is looking for a detail-driven Client Services Administrator to support advisers and deliver a high-quality client experience within a structured, professional environment.
Why this role stands out
- Competitive salary with discretionary bonus
- 5% matched pension
- Private medical insurance & income protection
- Full study support towards industry qualifications (CII / CISI)
- A well-run, process-driven IFA environment
- Supportive, collaborative team with long-term career prospects
What you'll be doing
You'll play a central role in supporting the advice process, ensuring everything runs smoothly from initial instruction through to implementation and ongoing servicing. Key responsibilities include:
- Managing new business submissions across investment platforms
- Handling transfers, re-registrations, and asset movements
- Working daily with platforms such as Transact, Pershing, Dentons, Interactive Brokers
- Supporting advisers with client reviews
- Acting as a point of contact for client and provider queries
- Maintaining accurate records in back-office systems (e.g. Salesforce CRM)
- Preparing forms to facilitate cash movements (e.g. deposits and withdrawals)
- Ensuring all activity meets FCA compliance, AML, and KYC requirements
What we're looking for
- Strong understanding of the client onboarding journey.
- Proven experience using investment platforms and back-office systems is an advantage.
- Knowledge of pensions, ISAs, investments, and client portfolio administration is an advantage.
- High attention to detail and strong organisational skills
- Comfortable working in a structured, process-driven environment
- Progress towards (or interest in) CII/CISI qualifications is desirable
- Experience within wealth management or financial services is an advantage but not essential.
About Tanager Wealth Management
Tanager Wealth Management is a growing financial planning firm known for its structured approach, high standards, and strong client outcomes. The team operates in a professional, well-organised environment where processes are clear, expectations are high, and people are supported to develop long-term careers in wealth management.
Apply now
We're partnering with Recruitment Rebellion Limited to manage this process. Applications are open for up to 30 days but may close early if the right candidate is identified. Please let us know if you need any adjustments.
Client Service Associate in London employer: Recruitment Rebellion
de Lisle Financial Planning is an exceptional employer located in Northleach, Gloucestershire, offering a supportive and relationship-focused work environment. With a commitment to employee growth, the company provides fully funded professional qualifications and a structured pathway to becoming a regulated adviser, ensuring that you can build a long-term career in financial planning while receiving ongoing mentoring from experienced professionals. Join a team that values client-first approaches and fosters meaningful connections, making it a rewarding place to develop your skills and advance your career.
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Associate in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Recruitment Rebellion. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Service Associate in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Recruitment Rebellion.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Recruitment Rebellion's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Recruitment Rebellion
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Recruitment Rebellion.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Recruitment Rebellion will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Recruitment Rebellion employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
