Client Services Assistant

Are you ready to launch your career in financial planning as a Client Services Assistant? 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.

What You'll Be Doing:

Your day-to-day as a Client Services Assistant will include processing new and existing business, onboarding clients, managing the review process, and liaising with product providers. You'll maintain accurate records on the back-office system, assist with suitability reports, and help coordinate meetings between clients and advisers. This is a genuinely varied role where you'll gain exposure to the full client journey – from initial onboarding through to ongoing reviews.

Why This Client Services Assistant Role Stands Out:

This firm values their team deeply and has built a close-knit culture where people genuinely want to stay. You'll be treated with respect and trust from day one,...