Wealth Management Client Services Trainee

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

Benefits offered by this job

Occasional travel to London paid

Training provided

Job summary

Financial Divisions in Woking, Surrey, is looking for a Trainee Client Service Team member to support advisers and clients in Wealth Management. This entry-level role offers comprehensive training and a clear path for professional growth within a growing financial planning business.

You will handle administrative tasks, client reports, meeting documentation, and file maintenance, developing a solid foundation in financial services while delivering accurate, timely service.

Qualifications

• Strong written and verbal communication skills required.
• Good organisational and time management abilities.
• Excellent attention to detail essential.
• Ability to identify issues and elevate appropriately.
• Maintain high standards while performing repetitive tasks.
• Collaborative and positive team player attitude.

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 skills

Organization & time mgmt

Attention to detail

Issue identification

Consistency with repetitive tasks

Teamwork

Education

GCSE Maths and English (C or above)

Tools

Microsoft Office

Job description

Financial Divisions in Woking, Surrey, is looking for a Trainee Client Service Team member to support advisers and clients in Wealth Management. This entry-level role offers comprehensive training and a clear path for professional growth within a growing financial planning business.

You will handle administrative tasks, client reports, meeting documentation, and file maintenance, developing a solid foundation in financial services while delivering accurate, timely service.