Client Services Assistant - Remote Working - Up to £35,000 Basic Salary + Bonus + Excellent Benefits - #2094336

Fully Remote Role | 35-Hour Working Week | Growing Wealth Management Firm

An excellent opportunity has arisen for an experienced Client Services Assistant to join a highly regarded and growing wealth management firm.

This successful financial planning business has built an outstanding reputation through delivering exceptional client service, high-quality financial planning and long-term client relationships. Due to continued growth, they are seeking a Client Services Assistant to support their Financial Planners and wider technical team while helping to deliver a first-class client experience.

This is a fully remote position offering flexibility, excellent benefits and the opportunity to join a supportive and collaborative organisation that genuinely invests in its people.

The Opportunity

As a Client Services Assistant, you will play a vital role in supporting the client journey from initial onboarding through to ongoing servicing and review processes.

Working closely with Financial Planners, Technical Specialists, providers and clients, you will ensure all administrative processes are handled efficiently while maintaining exceptional service standards throughout.

Your responsibilities will include:

• Processing new and existing business across pensions, investments and protection products

• Managing the onboarding process for new clients

• Coordinating and preparing documentation for client review meetings

• Responding to client, provider and third-party enquiries in a timely and professional manner

• Arranging client meetings and supporting ongoing client relationships

• Maintaining accurate client records and updating back-office systems

• Working closely with Financial Planners and technical teams to ensure smooth case progression

• Assisting with the preparation of suitability reports and supporting documentation

• Supporting Consumer Duty requirements and client servicing standards

• Promoting and assisting clients with the firm's technology and client portal solutions

Requirements

• Previous experience within an IFA, Wealth Management or Financial Planning environment

• Ideally a minimum of 2 years' experience in a Financial Planning Administrator or Client Services role

• Strong understanding of financial services administration processes

• Excellent organisational and time management skills

• High attention to detail and accuracy

• Strong communication and client service skills

• Good IT and systems experience

• Ability to work independently while contributing positively to a wider team environment

• Professional, proactive and client-focused approach

What's on Offer

• Salary up to £35,000 depending on experience

• Performance-related bonus scheme

• Fully remote working arrangement

• 35-hour working week

• Wellness Days

• Ongoing training and professional development

• Supportive and collaborative team culture

• Long-term career development opportunities

• Opportunity to join a growing and highly respected wealth management firm

Why This Opportunity Stands Out

Fully remote opportunities within wealth management are increasingly sought after, particularly within firms that combine flexibility with genuine career development.

This role offers the opportunity to join a modern and progressive financial planning business where client service is at the heart of everything they do. You'll benefit from working alongside experienced professionals, gaining exposure to a broad range of financial planning activities while enjoying the flexibility of remote working.

To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions or send your CV to Ryan at Financial Divisions