Junior Client Services Associate – Financial Planning

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

Benefits offered by this job

32 days annual leave including bankhol

Private medical insurance

Income protection

Death in Service

Company pension

Rail Season Ticket Loan

Team events

Annual social events

Job summary

Cranleigh Personnel in Woking and London is seeking a Trainee Client Services Associate to support Advisers, Administrators and clients while you learn the foundations of financial planning. You don't need previous FS experience; the role focuses on attitude, work ethic, attention to detail and a desire to learn, with structured training and mentoring.

You'll alternate time between the Woking and London offices, starting with on-site training in London, then continuing a balanced split, gaining

Qualifications

• No prior financial services experience required; attitude and willingness to learn matter.
• GCSE English and Maths at grade 4/C or above is expected.

Responsibilities

• Support Advisers and Administrators 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.
• Process and complete administrative tasks.
• Identify issues and know when to ask for help or escalate.
• Learn about the wider financial planning and advice process.
• Work as part of a team to deliver a high standard of service.
• Take increasing ownership of your own workload as knowledge develops.

Skills

Strong work ethic

Attention to detail

Organised

Communicate effectively

Team player

Professionalism

Education

GCSE English and Maths (4/C) or above

Tools

MS Office

Job description

Cranleigh Personnel in Woking and London is seeking a Trainee Client Services Associate to support Advisers, Administrators and clients while you learn the foundations of financial planning. You don't need previous FS experience; the role focuses on attitude, work ethic, attention to detail and a desire to learn, with structured training and mentoring.

You'll alternate time between the Woking and London offices, starting with on-site training in London, then continuing a balanced split, gaining