Client Services Assistant

Client Services Assistant

Majority remote with monthly meet-up in Gerrards Cross

35 hours per week, last Friday of every month off

Salary - £30,000

A growing independent financial planning firm is looking to appoint a Client Services Assistant to support its team of Financial Planners and Technical Specialists. The business provides bespoke life and financial planning to individuals and families, helping clients build, manage and preserve their wealth through tailored long-term strategies. This is a primarily remote role with one in-person team day each month in Gerrards Cross.

Key responsibilities

• Processing new and existing business
• Supporting the onboarding of new clients
• Managing client review processes
• Responding to queries from clients, providers and colleagues
• Liaising with clients to arrange meetings
• Maintaining accurate client records using the back-office system
• Working closely with Financial Planners, Technical Specialists and providers to ensure a smooth client journey
• Assisting with suitability letters and reports

Requirements

• Ideally 2+ years' experience within an IFA or wealth management environment
• Strong organisational skills and attention to detail
• Strong written and verbal communication skills
• Good IT skills

Package

• 12 additional wellness days (last Friday of every month off)
• Annual bonus based on personal and company performance
• Private medical insurance
• Life assurance
• Pension contributions
• Remote working with monthly team meet-ups in Gerrards Cross
• Fully funded training towards professional qualifications
• 28 days holiday including three days over Christmas/New Year
• Regular team incentives, development days and social events