Client Services Associate

2 weeks ago

Harrogate, United Kingdom BWD Search & Selection Full time

Are you passionate about delivering exceptional client service and looking for an opportunity to make a real impact? Join a Chartered and independent financial services company that’s experiencing rapid growth.



As a Client Services Associate , you'll play a key role in supporting our Chartered Financial Planners, delivering tailored financial solutions, and maintaining a reputation for excellence


Your Role


As a valued member of a small and dedicated team, you’ll:


  • Build strong relationships with clients by managing annual reviews, scheduling meetings, and coordinating follow-ups.
  • Assist with gathering policy information, preparing performance presentations, and ensuring compliance needs are met.
  • Support advisers with key planning tasks, such as tracking ISA allowances, pension contributions, and tax-free cash balances.
  • Manage the preparation of suitability reports, process fund switches and transfers, and liaise with providers.
  • Ensure all client records are up to date, workflows are completed efficiently, and fees are reconciled.
  • Handle ad hoc client requests and contribute to a seamless client experience.


What We’re Looking For


  • Experience: A minimum of 3 years in a similar role, with strong knowledge of financial products and regulations.
  • Tech-Savvy: Familiarity with iO software or similar systems is ideal. Experience with platforms like Quilter, Abrdn, Fidelity, Scottish Widows, or Aegon is a bonus.
  • Skills: A professional telephone manner, and a client-focused mindset.
  • Attention to Detail: Exceptional organisational skills and the ability to work accurately under pressure.


Why Join Us?


  • Competitive Package: Generous salary, uncapped bonus potential, and flexible benefits.
  • Professional Growth: Work alongside highly qualified Chartered Financial Planners
  • Great Culture: Enjoy quarterly team-building activities
  • Convenient Location: Free on-site parking

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