Client Services Associate

Location: Derby

Salary: £30,000 + Benefits

Job Type: Full-Time Permanent

A boutique Wealth Management firm based in Derby is seeking a professional and highly organised Client Services Associate to join its growing team. This is an excellent opportunity for an experienced administrator with a background in Financial Planning or Wealth Management who enjoys delivering exceptional client support in a fast-paced, client-focused environment.

Working closely with Financial Advisers and Paraplanners, you will play a key role in ensuring clients receive a seamless and professional service throughout their financial planning journey.

Key responsibilities will include:

• Providing administrative support to Financial Advisers and the wider team
• Managing client communications by phone, email, and post
• Preparing documentation for client meetings and reviews
• Processing new business applications and monitoring progress through to completion
• Liaising with providers, platforms, and third parties
• Maintaining accurate client records and ensuring compliance standards are met
• Assisting with valuations, reports, and general client servicing activities
• Supporting the delivery of an outstanding client experience at all times

The successful candidate will have:

• Previous administration experience within a Financial Planning, Wealth Management, or IFA environment
• Strong organisational skills with excellent attention to detail
• Professional communication skills, both written and verbal
• The ability to manage multiple tasks and prioritise effectively
• A proactive and team-oriented approach
• Good working knowledge of Microsoft Office and back-office systems

• Salary of £30,000
• Supportive and professional working environment
• Opportunity to join a well-established boutique firm with a strong reputation
• Long-term career development opportunities
• Company benefits package