Senior Client Service Team Associate in London

The Penny Group is a vibrant business with a young and diverse demographic based in Cannon Street, London with additional offices in Woking, Hungerford and the Midlands. We passionately believe in growing and developing our people and this has been instrumental to our success. We are a Chartered Firm with a defined set of values that are an integral part of our culture, which we believe is one of the strongest of all financial planning firms. We are a serious business, but we are also conscious that work should be enjoyed.

This position offers the opportunity to develop professionally, build strong working relationships and establish a rewarding, long-term career within the business. Here at The Penny Group, our Client Service Team is responsible for the delivery of key services to our advisers and paraplanners in support of our clients, including the provision of portfolio reports, pre-meeting documentation, reviewing and correcting client cash accounts, drafting servicing letters and providing other services, as required. In addition, the Client Service Team is required to maintain and keep up to date the relevant systems used for the delivery of our services.

The Client Service Team Senior Associate may also have responsibility for taking on some leadership or workflow management responsibilities.

Key Competencies

• Leveraging Work Skills: Applies technology and job-relevant abilities to complete work tasks.
• Processing Information: Gathers, organises, and analyses diverse sources of information.
• Solving Problems: Identifies solutions given available information.
• Written Communication: Expresses ideas and opinions effectively in writing.
• Customer Focus: Provides courteous, timely, and helpful service to encourage client loyalty.
• Teamwork: Collaborates with others to achieve goals.
• Time Management: Plans and prioritises work to maximise efficiency and minimise downtime.
• Dependability: Performs work in a reliable, consistent, and timely manner.
• Detail Focus: Performs work with care, accuracy, and attention to detail.
• Self-Development: Actively acquires new knowledge and skills to remain current with and/or grow beyond job requirements.

Relevant Experience, Skills & Knowledge RequiredExperience

• Experience of providing client servicing support in financial services, ideally in Wealth Management.
• Experience of Intelliflo is ideal.

Skills

• Able to think and plan ahead.
• Good communication (written and oral) skills.
• Ability to understand and identify issues including the ability to know when to escalate and how to manage client expectations and internal stakeholders.
• Works well under pressure with ability to deliver to tight deadlines.
• Able to manage repeat tasks while maintaining quality standards consistently.
• Strong organisation and time management skills.
• Must be able to work effectively with minimal supervision, results-driven with sense of ownership.
• Able to work well as part of a team.

Knowledge

• Strong knowledge of the financial services market.
• Proficient in technology especially Microsoft Office applications.

Qualifications

• Preferably A Level English and Maths (a minimum of GCSE English and Maths grade 4 (C) and above).
• None required specific to Financial Services, but ideally willing to work towards relevant industry qualifications.

Who could be a potential candidate for this position? An experienced client service professional looking to build on their existing knowledge and take greater ownership within a growing Client Service Team. Candidates should have previous experience in a client servicing role within financial services, with experience in wealth management being desirable. The successful candidate should be confident working with minimal supervision, managing their own workflow and taking responsibility for delivering accurate, high-quality work within agreed service levels. Candidates should have strong organisational and communication skills, with the ability to identify and resolve issues, manage expectations and escalate matters appropriately. The role would suit someone looking to develop their career further by becoming a subject matter expert in key processes and taking on additional responsibilities such as supporting colleagues, training and workflow management. A strong interest in financial services and a willingness to continue developing their industry knowledge and work towards relevant professional qualifications would be advantageous.

Role Location: The role will primarily be based at our London office. Expenses will be covered for travel between the office locations, should this be required. Our positions are initially office based to increase the opportunities to learn from colleagues. An office based/working from home split is available once the Probationary period has been successfully passed. All roles are offered on an employed basis. We offer competitive salaries and a bonus scheme, along with other competitive benefits including pension, life cover, income protection and private medical insurance. We are an inclusive company, and we encourage applicants from underrepresented groups.