Client Services Assistant - Remote Working - Up to £35,000 Basic Salary + Bonus + Excellen

Fully Remote Role 35-Hour Working Week Growing Wealth Management FirmAn excellent opportunity has arisen for an experienced Client Services Assistant to join a highly regarded and growing wealth management firm.This successful financial planning business has built an outstanding reputation through delivering exceptional client service, high-quality financial planning and long-term client relationships. Due to continued growth, they are seeking a Client Services Assistant to support their Financial Planners and wider technical team while helping to deliver a first-class client experience.This is a fully remote position offering flexibility, excellent benefits and the opportunity to join a supportive and collaborative organisation that genuinely invests in its people.The OpportunityAs a Client Services Assistant, you will play a vital role in supporting the client journey from initial onboarding through to ongoing servicing and review processes.Working closely with Financial Planners, Technical Specialists, providers and clients, you will ensure all administrative processes are handled efficiently while maintaining exceptional service standards throughout.Your responsibilities will include:• Processing new and existing business across pensions, investments and protection products • Managing the onboarding process for new clients • Coordinating and preparing documentation for client review meetings • Responding to client, provider and third-party enquiries in a timely and ..... full job details .....