Client Services Associate
4 days ago
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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