Wealth Client Services Associate — Impactful Onboarding

7IM; Princes Gate; On-site; GBP 20,000 - 25,000; Full time

Job summary

7IM in Princes Gate, Wales, is offering an entry-level position in Client Services aimed at school leavers or recent graduates eager to start their professional careers. The role involves supporting advisers in providing exceptional service, processing new client onboarding, managing ad hoc payments, and ensuring accuracy in client communications. Ideal candidates will have strong numerical and literacy skills alongside proficiency in Microsoft Office, particularly Excel. A proactive and detail-oriented approach is essential.

Qualifications

• Candidates must demonstrate numeracy & literacy skills to at least A level/Higher.
• Suitable for school leavers or graduates.
• Experience in Client Services within Wealth Management is desired.

Responsibilities

• Setting up ad hoc payments for ISAs, SIPPs, Bonds, GIAs.
• Monitoring cash reconciliations and outstanding fees.
• Producing reports including valuations and performance summaries.
• Processing accounts closures and deceased client cases.

Skills

Accuracy and attention to detail

Client focused service

Good communication skills

Proficient in MS Word/Excel

Proactive and initiative-driven

Education

A level/Higher standard numeracy & literacy skills

Working towards CII Level 4 Financial Planning qualification

Job description

7IM in Princes Gate, Wales, is offering an entry-level position in Client Services aimed at school leavers or recent graduates eager to start their professional careers. The role involves supporting advisers in providing exceptional service, processing new client onboarding, managing ad hoc payments, and ensuring accuracy in client communications. Ideal candidates will have strong numerical and literacy skills alongside proficiency in Microsoft Office, particularly Excel. A proactive and detail-oriented approach is essential.