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Client Services Development Associate - Financial Planning
Require Consultancy
United Kingdom
Hybrid
GBP 30,000 - 50,000
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Job summary
An innovative firm is on the lookout for a Client Services Development Associate specializing in Financial Planning. This role is ideal for individuals with a strong operational background in client services or financial planning who are eager to support new team members and enhance internal processes. You will play a crucial role in sharing your knowledge and helping others succeed, all while enjoying a hybrid working environment and excellent benefits. If you're passionate about continuous improvement and ready to take the next step in your career, this opportunity offers genuine progression and study support.
Benefits
Study Support
Excellent Benefits
Genuine Progression Opportunities
Qualifications
- Experience in financial planning or investment admin/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
Proactive Approach
Tools
Curo
Salesforce
Job description
Client Services Development Associate - Financial Planning
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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