Financial Divisions
Amersham, UK
Location: Amersham, Buckinghamshire (REMOTE Working) Salary: Up to £37,000 + Bonus & Excellent Benefits (Wellness days) Hours: REMOTE ROLE, 35 Hours per Week, An excellent opportunity has arisen for an experienced Client Services Assistant to join a growing and highly regarded wealth management firm based in Amersham. This role would suit an individual with previous experience within an Independent Financial Advice (IFA) or Wealth Management environment who enjoys delivering exceptional client service and working as part of a collaborative team. The Role As a Client Services Assistant, you will play a key role in supporting Financial Planners and ensuring a smooth and efficient client journey. You will be responsible for managing client administration, processing new and existing business, and maintaining high standards of service and compliance. Key Responsibilities Processing new and existing business across a range of financial products Managing the...