Client Services Associate

TN United Kingdom; London; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player in financial planning seeks a Client Services Associate to support their dynamic team. This role focuses on client onboarding, implementing financial advice, and providing high-level administrative support. You'll contribute to a collaborative environment that values personal development and offers opportunities to handle complex client matters. Ideal candidates will have a strong background in financial services administration, excellent interpersonal skills, and a proactive approach to their work. Join a dedicated team committed to delivering exceptional client service and making a meaningful impact in the financial sector.

Qualifications

• Prior experience in administration within financial services is preferred.
• Experience with pension and life business administration is advantageous.

Responsibilities

• Onboarding new clients and implementing advice with providers.
• General administration including correspondence and data updates.
• Supporting Planners/Directors with research and client queries.

Skills

Interpersonal Skills

Time Management

Attention to Detail

Proactivity

Flexibility

Education

Experience in Financial Services Administration

Tools

Client Management Systems

Job description

JOB SUMMARY

Within the wider Group, the Wealth Planning business provides integrated financial planning and investment advice to UK wealthy and aspiring individuals. It is separately regulated to provide financial advice in the UK across investments, pensions, and protection, comprising approximately 25 staff looking after around 250 client families with average assets in excess of £3 million.

Reporting to the Client Services Manager – Wealth Planning, this role is part of the Client Services team responsible for providing high-level support to the Planners/Directors and effective client service support in accordance with our high standards.

Client Services Team Responsibilities

• New client onboarding – setting up new clients on the system
• Implementation of advice – liaising with pension and product providers to implement advice, obtaining quotes and illustrations
• Investment implementation – placing trades with platform providers to implement investment advice
• General administration including correspondence, scanning, filing, data updates, client valuations, fees
• Research and support for Planners/Directors, including writing reports and dealing with client queries

The Client Services Associate will focus on general administration and implementation of advice, contributing to a team that offers opportunities for personal development through handling more complex client matters and a broad product range.

Main Duties & Responsibilities

Administration

• Action and acknowledge incoming post and emails
• Update client portal, price feeds, and process daily reports
• Prepare and distribute client reports and letters, ensuring accuracy
• Set up and update client records on internal systems
• Scan and file client documents

Implementation of Advice

• Pre-completion of forms for pensions, protection, and ISAs
• Submission of forms to providers
• Follow up on queries to ensure successful completion
• Update all systems accordingly

Support

• Contribute to the overall Client Services team, providing cover for other members
• Support processes like client valuations and fee letters

Qualifications and Experience

Prior work experience in an administration role within a financial services company is preferred, especially with a focus on client service. Experience with pension and life business administration is advantageous.

Skills and Competencies

• Excellent interpersonal skills, both written and verbal, with confidence in liaising with professionals at all levels
• Well-organized with strong time management skills to handle a busy workload
• Methodical, meticulous, with a keen eye for detail
• Proactive, hardworking, and committed to delivery
• Flexible, willing to work extra hours when needed
• Ability to work under pressure and meet deadlines
• Dedicated to learning and development