A highly successful wealth management firm is seeking a Client Servicing Assistant to join its growing team in the City of London.

This is an excellent opportunity for an energetic and motivated individual who enjoys working in a fast-paced environment and delivering exceptional levels of client service. The successful candidate will support a team of Financial Planners and play a key role in ensuring clients receive a first-class experience throughout their financial planning journey.

The position offers a broad and varied workload, making it ideal for somebody who enjoys building relationships, solving problems and taking ownership of client servicing activities.

Key Responsibilities:

• Supporting Financial Planners with all aspects of client servicing and administration
• Acting as a key point of contact for clients, providers and other stakeholders
• Managing client onboarding and ongoing servicing requirements
• Maintaining accurate client records and updating CRM systems
• Processing withdrawals, redemptions and new business submissions
• Assisting with portfolio changes, rebalancing and financial review documentation
• Managing EIS and VCT exits
• Supporting clients through bereavement and probate cases
• Liaising with providers to obtain information and resolve client queries
• Ensuring service standards and regulatory requirements are consistently met

Candidate Requirements:

• Previous experience within financial services would be advantageous
• Experience within a wealth management, financial planning or client servicing environment is desirable
• Excellent communication and relationship-building skills
• Strong organisational skills and attention to detail
• Positive attitude with the ability to work effectively under pressure
• Strong problem-solving skills and a proactive approach
• Good working knowledge of Microsoft Office applications
• Team-oriented with a genuine desire to provide exceptional client service

Package:

• £45,000 – £50,000 basic salary
• Bonus scheme
• Excellent benefits package
• Hybrid working arrangement
• Modern City of London offices
• Supportive and collaborative team environment
• Genuine long-term career development opportunities

This is an outstanding opportunity to join a highly respected wealth management business where you will gain exposure to high-net-worth clients, work alongside experienced professionals and build a long-term career within a successful and growing organisation.