Job Description
Are you an organised, client-focused professional looking to grow your career in financial services?
This is your chance to support a fast-paced advisory team and play a vital role in delivering an exceptional client experience.
About the Role
You'll work closely with advisers, paraplanners, and relationship managers to keep everything running smoothly behind the scenes. From handling documentation to scheduling meetings and processing new business, you'll help deliver a seamless client journey.
What’s on offer:
* Starting salary of up to £30,000
* 25 days annual leave plus one well-being day
* Company pension scheme
* Death in service cover
* Enhanced leave policies
* Study support for relevant qualifications
What we’re looking for:
* 1+ year of experience within financial services
* Familiarity with financial products and CRMs
* Strong attention to detail and time management
* A proactive, team-focused attitude
* Experience handling client service, calls, and emails
Qualifications:
* No formal qualifications required – just the drive to learn and grow.
Responsibilities Include:
* Manage client records, documentation, and CRM updates
* Support advisers with meeting preparation and business processing
* Handle day-to-day client queries and correspondence
* Provide general office support and assist with internal coordination
If you are looking to take the next step in your financial services career and want to be part of a collaborative and forward-thinking team, we would love to hear from you!