Trainee Client Services opportunity - Wealth Management (School leaver / Entry level), Woking, Surrey

Trainee Client Services opportunity - Wealth Management (School leaver/Entry level)

Location: Woking, Surrey (Occasional travel to London paid)

Salary - £ and bonus/benefits

Are you looking to build a successful career in Wealth Management/Financial Planning? We are currently handling an exciting opportunity for a Trainee Client Service Team member to join a growing and highly respected financial planning business.

This entry-level position is ideal for a school leaver, recent graduate, or someone at the beginning of their career journey who has a genuine interest in financial services. You'll gain valuable experience supporting both clients and advisers while developing a strong foundation of knowledge within the financial planning profession.

We are seeking someone with a strong work ethic, excellent attention to detail, and a commitment to delivering outstanding outcomes. In return, you'll receive comprehensive training, support from experienced colleagues, and the opportunity to build a rewarding long-term career.

About the Role

As a Trainee Client Service Team member, you will play an important role in supporting advisers, paraplanners and clients by delivering a range of essential administrative and client service functions.

Key responsibilities include:

Preparing portfolio and client reports

Producing pre-meeting documentation

Reviewing and correcting client cash accounts

Drafting client servicing correspondence

Maintaining accurate records across business systems

Providing administrative support to advisers and paraplanners

Assisting with additional client service activities as required

This role offers excellent opportunities for professional development, relationship building and future career progression within the business.

What We're Looking For

Experience

Previous office administration or customer service experience would be advantageous but is not essential.

Skills

Strong written and verbal communication skills

Good organisational and time management abilities

Excellent attention to detail

Ability to identify issues and escalate appropriately

Ability to maintain high standards whilst completing repetitive tasks

A collaborative and positive approach to teamwork

Knowledge

Basic knowledge of Microsoft Office applications is desirable.

An understanding of the services offered by financial services businesses would be beneficial.

Qualifications

Minimum GCSE Maths and English at Grade 4 (C) or above.

Send your CV to Jim at Financial Divisions.