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, working in a supportive environment where your ideas and contributions are encouraged. The team is small but collaborative, meaning you''ll have visibility and your work will make a real ..... full job details .....