Client Services Development Associate – Financial Planning

Location Hedge End
Discipline: Business Support, Financial services and insurance
Job type: Permanent
Salary: £35k (c)
Contact name: Liam McConnell

Contact email: liam@requireconsultancy.com
Job ref: Job ID: 355471
Published: 7 days ago
Expiry date: 04 Apr 2025 23:59

Client Services Development Associate – Financial Planning

Are you working in Client Services or Admin within financial planning or wealth management? Do you enjoy supporting new team members, improving internal processes, and helping others succeed?

We’re looking for someone with strong operational experience who’s ready to step into a role that blends client services with internal training and support. This is not a corporate L&D position — it's perfect for someone who understands how the business works and loves sharing that knowledge with others.

🛠️ You’ll need:

  • Some experience in financial planning, IFA, or investment admin/client services

  • Great communication skills and confidence explaining systems/processes

  • Familiarity with CRMs like Curo or Salesforce

  • A proactive, organised approach with a passion for continuous improvement

🚀 Hybrid working, study support, excellent benefits & genuine progression opportunities.

📩 Apply now to take the next step in your career!