Entry Level Client Services Associate, Financial Planning

Cranleigh Personnel; Pirbright; Hybrid; GBP 25,000 - 30,000; Full time

Benefits offered by this job

Private medical insurance

Income protection

Death in Service

Company pension scheme

Rail Season Ticket Loan

32 days annual leave including bank-h?

Job summary

Cranleigh Personnel is seeking a Trainee Client Services Associate in Woking, with time split between Woking and London. Salary £25,000 - £30,000 depending on experience.

You will learn from experienced professionals within a Chartered and award‑winning financial planning business. The role involves supporting Advisers, Administrators and clients, with a strong focus on learning the fundamentals of financial planning.

Qualifications

• No prior financial services experience required.
• Strong attitude, work ethic and willingness to learn are essential.

Responsibilities

• Support Advisers, Administrators and clients with day-to-day client servicing.
• Prepare client and pre-meeting documentation.
• Maintain accurate client records and systems.
• Assist with portfolio reports and client correspondence.
• Complete administrative tasks and escalate issues when needed.

Skills

Attention to detail

Work ethic

Organization

Professional communication

Teamwork

Reliability

Education

GCSE English and Maths (grade 4/C or above)

Tools

Microsoft Office

Job description

Cranleigh Personnel is seeking a Trainee Client Services Associate in Woking, with time split between Woking and London. Salary £25,000 - £30,000 depending on experience.

You will learn from experienced professionals within a Chartered and award‑winning financial planning business. The role involves supporting Advisers, Administrators and clients, with a strong focus on learning the fundamentals of financial planning.