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

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 ..... full job details .....