https://jobs.co.uk/job/client-services-assistant-premier-jobs-uk-limited--4e026d81-597b-44f7-9a03-1daf4fc6b206 RSS feed for Client Services Assistant at Premier Jobs UK Limited. en-gb Mon, 07 Sep 2026 15:43:55 GMT https://jobs.co.uk/job/client-services-assistant-premier-jobs-uk-limited--4e026d81-597b-44f7-9a03-1daf4fc6b206 https://jobs.co.uk/job/client-services-assistant-premier-jobs-uk-limited--4e026d81-597b-44f7-9a03-1daf4fc6b206 Mon, 07 Sep 2026 11:51:37 GMT Location: Gerrards Cross | Salary: 35000.00-35000.00 Annual | Type: Permanent | 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 ... Permanent