Financial Divisions
Location: Amersham, Buckinghamshire (REMOTE Working)
Salary: Up to £37,000 + Bonus & Excellent Benefits (Wellness days)
Hours: REMOTE ROLE, 35 Hours per Week,
An excellent opportunity has arisen for an experienced Client Services Assistant to join a growing and highly regarded wealth management firm based in Amersham.
This role would suit an individual with previous experience within an Independent Financial Advice (IFA) or Wealth Management environment who enjoys delivering exceptional client service and working as part of a collaborative team.
The Role
As a Client Services Assistant, you will play a key role in supporting Financial Planners and ensuring a smooth and efficient client journey. You will be responsible for managing client administration, processing new and existing business, and maintaining high standards of service and compliance.
Key Responsibilities
- Processing new and existing business across a range of financial products
- Managing the onboarding process for new clients
- Coordinating and preparing client review meetings
- Responding to client, provider and third-party queries in a timely manner
- Liaising with clients to arrange meetings and maintain ongoing relationships
- Maintaining accurate client records using back-office systems
- Working closely with Financial Planners, Technical Specialists and providers to ensure efficient case progression
- Assisting with the preparation of suitability reports and supporting documentation
- Supporting the firm's Consumer Duty obligations
- Promoting and supporting the use of the firm's client portal and technology solutions
About You
- Ideally a minimum of 2 years' experience within an IFA, Financial Planning or Wealth Management environment
- Strong understanding of financial services administration processes
- Excellent organisational skills with the ability to manage multiple priorities
- High level of accuracy and attention to detail
- Strong written and verbal communication skills
- Proficient IT and systems skills
- Ability to work independently while contributing positively to a team environment
What's on Offer?
- Salary up to £37,000 depending on experience
- Remote working arrangement
- 35-hour working week
- Supportive and collaborative team culture
- Opportunity to develop your career within a respected wealth management firm
- Ongoing training and professional development
If you are an experienced Client Services Assistant looking for your next opportunity within a professional and client-focused wealth management business, we would love to hear from you.
To apply for this job please visit www.reed.co.uk.
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