Client Services Assistant
Premier Jobs UK
•$35,000•Hybrid
About The Position
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.
Requirements
- Experience working within an IFA or wealth management environment
- Strong administrative skills with excellent attention to detail
- Ability to manage multiple priorities effectively and work accurately
Nice To Haves
- Familiarity with back-office systems and financial planning software
- Understanding of Consumer Duty principles
Responsibilities
- Processing new and existing business
- Onboarding clients
- Managing the review process
- Liaising with product providers
- Maintaining accurate records on the back-office system
- Assisting with suitability reports
- Helping coordinate meetings between clients and advisers
Benefits
- Competitive salary (up to £35,000 for experienced candidates)
- Hybrid working – mostly remote with one office day monthly
- Monthly team meetings for operational updates
- Quarterly team events and development days
- Ongoing professional development and training support
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
