Full job descriptionAre you ready to launch your career in financial planning as a Client Services Assistant? This is an exciting opportunity to join a boutique wealth management firm where you’ll provide essential administrative support while developing comprehensive product knowledge and technical skills.


As a Client Services Assistant, you’ll be the backbone of client service delivery, working closely with Financial Planners and Technical Specialists to ensure seamless client experiences. This isn’t just an administrative role – it’s your foundation for a long-term career in financial planning.


What You’ll Be Doing:


Your day-to-day as a Client Services Assistant will include processing new and existing business, onboarding clients, managing the review process, and liaising with product providers. You’ll maintain accurate records on the back-office system, assist with suitability reports, and help coordinate meetings between clients and advisers. This is a genuinely varied role where you’ll gain exposure to the full client journey – from initial onboarding through to ongoing reviews.


Why This Client Services Assistant Role Stands Out:


This firm values their team deeply and has built a close-knit culture where people genuinely want to stay. You’ll be treated with respect and trust from day one, working in a supportive environment where your ideas and contributions are encouraged. The team is small but collaborative, meaning you’ll have visibility and your work will make a real impact. Career development is taken seriously here, with ongoing training and support to help you build expertise in financial planning.


Client Services Assistant Requirements


- Essential: Experience working within an IFA or wealth management environment
- Essential: Strong administrative skills with excellent attention to detail
- Essential: Ability to manage multiple priorities effectively and work accurately
- Desirable: Familiarity with back-office systems and financial planning software
- Desirable: Understanding of Consumer Duty principles


The Company


This boutique wealth management firm operates with a small, collaborative team spread across the Southeast. They work with discretionary fund managers on an approved panel and focus on delivering high-quality, holistic financial planning to their clients. The culture emphasizes mutual respect, team contribution, and genuine work-life balance, with low staff turnover reflecting real job satisfaction.


Client Services Assistant Benefits


- Competitive salary (up to £35,000 for experienced candidates)
- Hybrid working – mostly remote with one office day monthly
- Monthly team meetings for operational updates
- Quarterly team events and development days
- Ongoing professional development and training support




Location


This Client Services Assistant role suits candidates in Hertfordshire, Buckinghamshire, Oxfordshire, or Berkshire who can attend monthly office days in Gerrards Cross.


Ready to start your financial planning career? Apply now to join a firm that genuinely invests in their people.




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