Senior Client Services Analyst

mbf.; London; Hybrid; GBP 28,000 - 34,000; Full time

Job summary

A growing financial planning firm is seeking a Senior Client Services Analyst to enhance client service delivery. Responsibilities include managing account transfers, client communications, and ensuring GDPR compliance. The ideal candidate should have financial services experience and a desire for career advancement. This position offers a salary of up to £34,000, hybrid working, and excellent benefits for personal and professional growth.

Benefits

25 days annual leave

Private Medical Insurance

Discounted gym memberships

Pension contributions

Family-friendly benefits

Regular team socials

Qualifications

• 12-24 months' experience in financial services, ideally in financial planning or client services.
• Strong interpersonal and communication skills are essential.
• Detail-oriented and solutions-focused approach.
• Ambition to progress into an advisory role in financial planning.

Responsibilities

• Execute account transfers and manage escalations.
• Act as a liaison for client cash movements and private equity capital calls.
• Lead on invoicing and fund collection, including complex payment resolutions.
• Ensure client data accuracy and maintain GDPR compliance.
• Handle complex client communications with quick response times.

Skills

Interpersonal skills

Communication skills

Detail-oriented

Solutions-focused

Education

Progress towards relevant professional qualifications (CII or similar)

Job description

A rapidly growing financial planning firm, is seeking a Senior Client Services Analyst to join their team. This is an excellent opportunity for an ambitious individual with experience in financial planning who is looking for a clear, structured route into advice and long-term career progression.

The Role

The Senior Client Services Analyst will act as a subject matter expert and escalation point within the Client Services team, playing a key role in delivering a seamless and personalised service to clients.

• Executing account transfers, managing escalations, and liaising with clients and providers to strict SLAs.
• Acting as a key liaison for client cash movements and private equity capital calls.
• Leading on invoicing and fund collection, including complex payment resolutions.
• Ensuring client data accuracy and GDPR compliance, including data remediation projects.
• Handling complex client communications, maintaining a one-business-day response time.

Candidate Profile

• The ideal candidate will bring 12-24 months' experience within financial services, ideally in financial planning, client services, or paraplanning. They will also have:
• Progress towards relevant professional qualifications (CII or similar).
• Strong interpersonal and communication skills.
• A detail-oriented and solutions-focused approach.
• The ambition to progress into an advisory role within financial planning.

Package & Benefits

• Salary up to £34,000
• 25 days annual leave (with flexibility for appointments and personal commitments)
• Private Medical Insurance plus wellness perks such as discounted gym memberships and rewards
• Hybrid working - 3 days from home per week
• Pension contributions and family-friendly benefits
• Regular team socials and an inclusive, supportive culture
• A structured training and exam plan, with a clear route to advice within 12-18 months

This is a fantastic opportunity for a motivated financial planning professional to take the next step in their career with a firm that offers genuine progression and development opportunities.