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Client Services Development Associate – Financial Planning
ReQuire Consultancy
Hedge End
Hybrid
GBP 25,000 - 45,000
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Job summary
An innovative consultancy is seeking a Client Services Development Associate to enhance their financial planning team. This role combines client services with internal training, making it ideal for someone with operational experience who enjoys sharing knowledge. You will support new team members, streamline internal processes, and contribute to a culture of continuous improvement. With hybrid working options and excellent benefits, this position offers genuine opportunities for career progression. If you're passionate about helping others succeed and thrive in a dynamic environment, this is the perfect next step for you.
Benefits
Study Support
Excellent Benefits
Progression Opportunities
Qualifications
- Experience in financial planning or client services is essential.
- Strong communication skills to explain systems and processes.
Responsibilities
- Support new team members and improve internal processes.
- Blend client services with internal training and support.
Skills
Client Services
Communication Skills
Operational Experience
Continuous Improvement
Tools
Salesforce
Curo
Job description
Are you working in Client Services or Admin within financial planning or wealth management? Do you enjoy supporting new team members, improving internal processes, and helping others succeed?
We’re looking for someone with strong operational experience who’s ready to step into a role that blends client services with internal training and support. This is not a corporate L&D position — it's perfect for someone who understands how the business works and loves sharing that knowledge with others.
️ You’ll need:
Some experience in financial planning, IFA, or investment admin/client services
Great communication skills and confidence explaining systems/processes
Familiarity with CRMs like Curo or Salesforce
A proactive, organised approach with a passion for continuous improvement
Hybrid working, study support, excellent benefits & genuine progression opportunities.
Apply now to take the next step in your career!
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