Client Services Executive - Financial Planning Wakefield £23,000+ Bonus + Benefits This is your opportunity to move beyond routine admin or call-centre work and into a professional environment where your people skills actually shape client outcomes. We're working with a respected and fast-growing financial planning firm in Wakefield that's known for its supportive culture and clear progression pathways. They're looking for a confident, proactive communicator to join their Client Services team - someone who thrives on building relationships and wants to begin their career in financial services. Why this role is different: You'll be the first point of contact for clients - not just answering calls, but leading structured outreach and building long-term relationships. You'll support Financial Advisers directly, helping prepare for meetings and ensuring clients feel informed and valued. You'll gain exposure to the full client journey, from onboarding to review, giving you a strong foundation for future roles in advice or paraplanning. What they're looking for: Experience in customer service or admin, ideally with outbound phone work. A proactive mindset and strong attention to detail. Confidence communicating with both clients and internal teams. Someone who wants to grow - not just do a job. What's on offer: £23,000 base salary with clear salary progression. Up to 15% bonus (10% production + 5% performance). 25 days holiday + bank holidays + appraisal reward day. Pension & life assurance (4x salary). Hybrid working: 1 day per week remote (11am-7pm shift). A culture built on ownership, aspiration, and support. If you're ready to take your next step toward a career in financial planning, and want to do it in a firm that values people as much as performance - we'd love to hear from you
Dec 11, 2025
Full time
Client Services Executive - Financial Planning Wakefield £23,000+ Bonus + Benefits This is your opportunity to move beyond routine admin or call-centre work and into a professional environment where your people skills actually shape client outcomes. We're working with a respected and fast-growing financial planning firm in Wakefield that's known for its supportive culture and clear progression pathways. They're looking for a confident, proactive communicator to join their Client Services team - someone who thrives on building relationships and wants to begin their career in financial services. Why this role is different: You'll be the first point of contact for clients - not just answering calls, but leading structured outreach and building long-term relationships. You'll support Financial Advisers directly, helping prepare for meetings and ensuring clients feel informed and valued. You'll gain exposure to the full client journey, from onboarding to review, giving you a strong foundation for future roles in advice or paraplanning. What they're looking for: Experience in customer service or admin, ideally with outbound phone work. A proactive mindset and strong attention to detail. Confidence communicating with both clients and internal teams. Someone who wants to grow - not just do a job. What's on offer: £23,000 base salary with clear salary progression. Up to 15% bonus (10% production + 5% performance). 25 days holiday + bank holidays + appraisal reward day. Pension & life assurance (4x salary). Hybrid working: 1 day per week remote (11am-7pm shift). A culture built on ownership, aspiration, and support. If you're ready to take your next step toward a career in financial planning, and want to do it in a firm that values people as much as performance - we'd love to hear from you
Trainee Financial Planning Administrator Location: Manchester Salary: £25,000 - £30,000 + bonuses (last year 8% of salary, paid half-yearly) Working Pattern: 1 day WFH, remaining days in office Start your financial planning career with a team that invests in you. If you're hungry to learn, curious about how financial advice really works, and want a career with long term progression, this is your entry point. You'll begin in administration, learn how an SJP Practice runs, build technical knowledge, and start working toward your qualifications. With time, you'll grow into paraplanning and, if you choose, move toward becoming a fully-fledged Adviser. And yes - all exams fully funded. Materials, fees, study support. The lot. What you'll be doing Supporting advisers and paraplanners with day to day admin Preparing client documents, reports, and meeting packs Keeping client records accurate and up to date Learning the technical foundations of financial planning Handling applications and communicating with providers Updating the CRM (Salesforce) and helping the team run smoothly Building confidence on the phone with clients What you'll bring A sharp eye for detail and an organised approach Strong communication skills A genuine interest in financial planning A positive mindset and willingness to learn Comfort with Microsoft Office (Salesforce training provided) Some admin experience helps, but attitude is what matters And the pathway ahead? Level 4 Diploma fully funded Structured development into paraplanning Opportunity to progress into advising if that's where you want to go Regular check ins and coaching tailored to your goals If you want a role where learning is constant, your work actually matters, and your future is taken seriously, this could be exactly the place to start.
Dec 10, 2025
Full time
Trainee Financial Planning Administrator Location: Manchester Salary: £25,000 - £30,000 + bonuses (last year 8% of salary, paid half-yearly) Working Pattern: 1 day WFH, remaining days in office Start your financial planning career with a team that invests in you. If you're hungry to learn, curious about how financial advice really works, and want a career with long term progression, this is your entry point. You'll begin in administration, learn how an SJP Practice runs, build technical knowledge, and start working toward your qualifications. With time, you'll grow into paraplanning and, if you choose, move toward becoming a fully-fledged Adviser. And yes - all exams fully funded. Materials, fees, study support. The lot. What you'll be doing Supporting advisers and paraplanners with day to day admin Preparing client documents, reports, and meeting packs Keeping client records accurate and up to date Learning the technical foundations of financial planning Handling applications and communicating with providers Updating the CRM (Salesforce) and helping the team run smoothly Building confidence on the phone with clients What you'll bring A sharp eye for detail and an organised approach Strong communication skills A genuine interest in financial planning A positive mindset and willingness to learn Comfort with Microsoft Office (Salesforce training provided) Some admin experience helps, but attitude is what matters And the pathway ahead? Level 4 Diploma fully funded Structured development into paraplanning Opportunity to progress into advising if that's where you want to go Regular check ins and coaching tailored to your goals If you want a role where learning is constant, your work actually matters, and your future is taken seriously, this could be exactly the place to start.
Client Relationship Manager Wealth Management Taunton £25,000 - £30,000 Full-time, Permanent About the Opportunity We re recruiting on behalf of a leading Wealth Management firm seeking a Client Relationship Manager to join their Taunton team. This is a fantastic opportunity to start your career in financial services, with genuine scope to progress into a Financial Adviser role after exam completion. In this role, you ll be the main point of contact for clients, supporting Financial Consultants and ensuring the smooth day-to-day management of client relations. Key Responsibilities First Point of Contact: Be the primary liaison for client enquiries, delivering a first-class service experience. Case Management: Proactively manage client cases, supporting them throughout the application process. Compliance & Accuracy: Ensure client records are maintained in line with FCA standards and data protection regulations. Operational Support: Work with the Head of Client Relations to streamline office procedures and improve efficiency. Team Collaboration: Assist Financial Consultants with client-related administration and coordination. General Office Duties: Manage correspondence, schedule meetings, and assist with administrative tasks. What You ll Need to Succeed A desire to progress in a professional financial services environment. Excellent communication and interpersonal skills, with the ability to build trusted client relationships. Strong organisational abilities and the capacity to manage multiple tasks effectively. A proactive, solutions-focused mindset with a commitment to delivering outstanding service. Willingness to pursue industry qualifications and develop your expertise. What s on Offer? Career Development & Benefits: Annual bonus scheme. 30 days holiday plus bank holidays. Study support & funding to help you achieve industry qualifications. Pension scheme and sick pay. BUPA Employee Assistance Program and access to an onsite commercial gym. Birthday day off and regular company events. Opportunities to contribute to the firm s Charity Foundation. A positive, team-driven culture with clear career growth pathways. Why Apply? This is an exciting opportunity to join a reputable wealth management firm known for its collaborative culture, career development opportunities, and client-first approach.
Dec 10, 2025
Full time
Client Relationship Manager Wealth Management Taunton £25,000 - £30,000 Full-time, Permanent About the Opportunity We re recruiting on behalf of a leading Wealth Management firm seeking a Client Relationship Manager to join their Taunton team. This is a fantastic opportunity to start your career in financial services, with genuine scope to progress into a Financial Adviser role after exam completion. In this role, you ll be the main point of contact for clients, supporting Financial Consultants and ensuring the smooth day-to-day management of client relations. Key Responsibilities First Point of Contact: Be the primary liaison for client enquiries, delivering a first-class service experience. Case Management: Proactively manage client cases, supporting them throughout the application process. Compliance & Accuracy: Ensure client records are maintained in line with FCA standards and data protection regulations. Operational Support: Work with the Head of Client Relations to streamline office procedures and improve efficiency. Team Collaboration: Assist Financial Consultants with client-related administration and coordination. General Office Duties: Manage correspondence, schedule meetings, and assist with administrative tasks. What You ll Need to Succeed A desire to progress in a professional financial services environment. Excellent communication and interpersonal skills, with the ability to build trusted client relationships. Strong organisational abilities and the capacity to manage multiple tasks effectively. A proactive, solutions-focused mindset with a commitment to delivering outstanding service. Willingness to pursue industry qualifications and develop your expertise. What s on Offer? Career Development & Benefits: Annual bonus scheme. 30 days holiday plus bank holidays. Study support & funding to help you achieve industry qualifications. Pension scheme and sick pay. BUPA Employee Assistance Program and access to an onsite commercial gym. Birthday day off and regular company events. Opportunities to contribute to the firm s Charity Foundation. A positive, team-driven culture with clear career growth pathways. Why Apply? This is an exciting opportunity to join a reputable wealth management firm known for its collaborative culture, career development opportunities, and client-first approach.
Job Title: Financial Services Administrator Location: Ashby-de-la-Zouch Salary: £25,000 - £30,000 A leading practice in Ashby-de-la-Zouch is seeking an experienced SJP/IFA Administrator to join their growing team. In this role, you will work closely with Advisors and the Administration Lead to ensure smooth business processing, high-quality client service, and preparation for client meetings. Key Responsibilities First Point of Contact: Be the primary liaison for client enquiries, delivering a first-class service experience. Case Management: Proactively manage client cases, supporting them throughout the application process. Compliance & Accuracy: Ensure client records are maintained in line with FCA standards and data protection regulations. Operational Support: Work with the Administration Manager to streamline office procedures and improve efficiency. Team Collaboration: Assist Financial Advisers with client-related administration and coordination. General Office Duties: Manage correspondence, schedule meetings, and assist with administrative tasks. What You'll Need to Succeed Previous experience in a professional financial services environment. (SJP preferred) Excellent communication and interpersonal skills, with the ability to build trusted client relationships. Strong organisational abilities and the capacity to manage multiple tasks effectively. A proactive, solutions-focused mindset with a commitment to delivering outstanding service. If you're experienced in IFA administration and pride yourself on high-quality work and wants to be part of a team that truly values what you do - this could be the perfect next step.
Dec 10, 2025
Full time
Job Title: Financial Services Administrator Location: Ashby-de-la-Zouch Salary: £25,000 - £30,000 A leading practice in Ashby-de-la-Zouch is seeking an experienced SJP/IFA Administrator to join their growing team. In this role, you will work closely with Advisors and the Administration Lead to ensure smooth business processing, high-quality client service, and preparation for client meetings. Key Responsibilities First Point of Contact: Be the primary liaison for client enquiries, delivering a first-class service experience. Case Management: Proactively manage client cases, supporting them throughout the application process. Compliance & Accuracy: Ensure client records are maintained in line with FCA standards and data protection regulations. Operational Support: Work with the Administration Manager to streamline office procedures and improve efficiency. Team Collaboration: Assist Financial Advisers with client-related administration and coordination. General Office Duties: Manage correspondence, schedule meetings, and assist with administrative tasks. What You'll Need to Succeed Previous experience in a professional financial services environment. (SJP preferred) Excellent communication and interpersonal skills, with the ability to build trusted client relationships. Strong organisational abilities and the capacity to manage multiple tasks effectively. A proactive, solutions-focused mindset with a commitment to delivering outstanding service. If you're experienced in IFA administration and pride yourself on high-quality work and wants to be part of a team that truly values what you do - this could be the perfect next step.
