Entry-Level Wealth Management Client Services

Financial Divisions; Woking; On-site; GBP 18,000 - 24,000; Full time

Job summary

Financial Divisions in the United Kingdom invites applications for a Trainee Client Service Team member in Wealth Management. This entry-level position is ideal for a school leaver or recent graduate seeking a career in financial services, supporting advisers, paraplanners and clients from the Woking office with occasional travel to London.

You will receive comprehensive training, guidance from experienced colleagues and opportunities for long-term development in wealth planning as you gain

Qualifications

• Strong written and verbal communication skills.
• Good organisational and time management abilities.
• Excellent attention to detail.
• Ability to identify issues and elevate appropriately.
• Ability to maintain high standards whilst completing repetitive tasks.
• A collaborative and positive approach to teamwork.

Responsibilities

• Preparing portfolio and client reports
• Producing pre-meeting documentation
• Reviewing and correcting client cash accounts
• Drafting client servicing correspondence
• Maintaining accurate records across business systems
• Providing administrative support to advisers and paraplanners
• Assisting with additional client service activities as required

Skills

Communication

Organization

Attention to detail

Issue identification

Consistency under repetition

Team collaboration

Education

GCSE Maths & English (C or above)

Tools

Microsoft Office

Job description

Financial Divisions in the United Kingdom invites applications for a Trainee Client Service Team member in Wealth Management. This entry-level position is ideal for a school leaver or recent graduate seeking a career in financial services, supporting advisers, paraplanners and clients from the Woking office with occasional travel to London.

You will receive comprehensive training, guidance from experienced colleagues and opportunities for long-term development in wealth planning as you gain