Client Services; Financial Planning​/Wealth Management

Direct message the job poster from Financial Divisions

Location:

City of London/Hybrid (2 days WFH)

Salary: £33,000 to £40,000 (depending on level of experience) with a comprehensive benefits package

Our client, an expanding, chartered Wealth Manager, is looking to add to their busy client services team to ensure that every client receives a thoughtful, tailored, and professional service. These roles can offer progression into Paraplanning and onwards in due course; therefore they welcome applications from ambitious candidates looking to secure a long‑term future in the firm.

You will play a key role in ensuring the smooth delivery of advice and support services to valued clients.

The environment is busy and fast‑paced, so you’ll need to be adaptable, detail‑oriented, and a natural communicator who thrives in a team setting.

• Carrying out core client servicing tasks accurately and in line with expected service levels, including but not limited to:
• Provision of portfolio reports
• Pre‑meeting documentation
• Reviewing and correcting client cash accounts
• Submitting and implementing new business as agreed
• Updating and maintaining accurate client records
• Managing own workflow and tasks to meet company requirements
• Becoming a subject matter expert in certain processes, providing training and information across the business and ensuring the processes remain fit for purpose
• Escalating promptly any issues to the Team Leader that may impact the ability to deliver the services
• Working collaboratively with colleagues across the business to ensure high‑quality client services are provided
• Helping identify potential service changes to improve the client experience or internal efficiency
• Business Support – Undertaking other activities of a similar nature as required from time to time to support the firm in meeting its business objectives.

A minimum of 6 months experience in Wealth Management/Financial planning support or administration role; applications welcomed from more experienced candidates.

• Strong knowledge of MS Office (Word, Excel, Teams, SharePoint)
• Experience using Intelligent Office (IO) software (preferred)
• Excellent organisational skills and attention to detail
• Strong numeracy and communication skills
• Ability to work to tight deadlines with minimal supervision

Joining this business means being part of a forward‑thinking firm that values collaboration, development, and excellence. You’ll enjoy a supportive work culture, professional growth opportunities, and a benefits package designed to look after you and your wellbeing.

CV to

Associate

Full-time

Administrative