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!
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.