Blakemore Recruitment
Client Support – Financial Planning | £36,000 | Hybrid Working
Salary: £36,000-£38,000
Role: Client Support (IFA / Wealth Management)
Location: London
Working Pattern: Office-based during probation, then hybrid (3 days office / 2 days WFH)
Are you an organised, detail-focused professional with experience in financial planning or wealth management? A highly reputable advisory firm is seeking a motivated Client Support professional to join their growing team.
This is a fantastic opportunity for someone who thrives in a fast-paced environment, enjoys problem-solving, and is passionate about delivering a world-class client experience.
What You’ll Be Doing
You’ll play a key role in supporting Advisors, Planners, and the wider investment team by ensuring seamless administration and exceptional client service. Your responsibilities will include:
- Managing new business processing, including application preparation, tracking and liaising with third parties
- Supporting the client review and sales process, including research, valuations and meeting preparation
- Maintaining accurate client records across internal systems
- Coordinating protection quotes and ensuring clients are placed on risk
- Handling fee statements, investigating discrepancies and supporting compliance returns
- Assisting with investment queries and liaising directly with internal and external stakeholders
- General office support including scheduling, document preparation, scanning and client hospitality
You’ll also contribute to improving processes, templates and office efficiency.
About You
The ideal candidate will have:
- At least 2 years’ experience in a similar role with an IFA, investment manager, platform or professional services environment
- Strong knowledge of investments, pensions and life assurance
- Excellent organisational skills with a structured, accurate and thorough working style
- Ability to multitask and perform well under pressure
- Strong communication skills with clients, colleagues and third parties
- Good IT skills across Microsoft Office and ideally systems such as Curo or Voyant
- A proactive, can-do attitude with strong attention to detail
Working toward the CII Level 4 Diploma in Regulated Financial Planning is a plus but not essential.
Why Apply?
- Join a friendly, supportive, and professional team
- Hybrid working after probation
- Clear development and progression opportunities
- Support for relevant qualifications
To apply for this job please visit www.reed.co.uk.
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