Client Services AssistantHybrid | Various Office Locations | £28,000 to £32,000


This is an opportunity to join a growing financial planning business in a role that sits right at the centre of the client journey. The role is designed to be the welcoming, friendly, and professional first point of contact for people getting in touch, helping to create a strong first impression and a consistently positive service experience. It would suit someone who is confident on the phone, naturally organised, and comfortable managing enquiries from initial contact through to resolution.
You would work closely with advisers and internal teams, taking ownership of interactions, understanding what clients and prospects need, and helping to ensure everything is progressed efficiently and professionally. This is a role for someone who enjoys speaking with people, keeping things moving, and making sure service standards remain high throughout the process.


The roleWorking as a Client Services Assistant, you would support the full enquiry and onboarding journey, while also helping to coordinate ongoing client engagement activity across the business.
The role includes a mix of inbound and outbound contact, client and prospect support, meeting coordination, system management, and liaison with Financial Planners, Administrators, and wider support teams. It is a permanent role within Advice Operations and is set up on a hybrid basis, with 3 days in the office each week. The office location would be based on one of the business’s various office locations.
This opportunity would suit someone who is approachable, professional, highly organised, and genuinely comfortable speaking with people on the phone. Financial services experience would be desirable, but it is not essential.


Key responsibilities*Act as a friendly and professional first point of contact for clients, prospects, and providers
*Manage inbound and outbound enquiries within agreed service levels
*Support the onboarding of clients, ensuring processes are completed accurately and on time
*Coordinate and book client meetings, including annual review meetings
*Carry out proactive outbound contact, including courtesy calls and appointment coordination
*Liaise with Financial Planners, Administrators, and internal teams to help progress requirements efficiently
*Keep client information updated within the back office system
*Monitor and complete system generated tasks within deadlines, escalating where appropriate


What they are looking for*A confident and professional telephone manner
*Strong communication skills, both written and verbal
*Good attention to detail and the ability to manage multiple tasks at once
*A well organised and proactive approach
*Confidence working across systems and applications, including Microsoft Office and Teams
*Previous experience in a client facing support role or similar
*Financial services experience desirable, but not essential
*Someone who is collaborative, adaptable, and comfortable working across teams


Package and benefits*Salary of £28,000 to £32,000
*Yearly bonus based on company and personal performance, up to 10%
*Private Medical Insurance
*Pension plan with 5% employer contribution and minimum 3% employee contribution
*Medicash Health Cash Plan
*Group Income Protection at 75% of base salary
*Group Life Assurance at 4x base salary
*28 days holiday, rising to 30 days after 2 years of service
*Hybrid working with 3 days in the office


Why apply?This is a good opportunity for someone who enjoys client contact and wants to play an important role in shaping the overall service experience. It offers variety, visibility, and the chance to work closely with advisers and support teams in a role that genuinely matters to the wider client journey.


ApplyingIf this role sounds of interest, please apply now and we will be in touch to discuss things further.