Are you passionate about delivering exceptional client service and looking for an opportunity to make a real impact? Join a Chartered and independent financial services company that’s experiencing rapid growth. As a Client Services Associate, you'll play a key role in supporting our Chartered Financial Planners, delivering tailored financial solutions, and maintaining a reputation for excellence Your Role As a valued member of a small and dedicated team, you’ll: Build strong relationships with clients by managing annual reviews, scheduling meetings, and coordinating follow-ups. Assist with gathering policy information, preparing performance presentations, and ensuring compliance needs are met. Support advisers with key planning tasks, such as tracking ISA allowances, pension contributions, and tax-free cash balances. Manage the preparation of suitability reports, process fund switches and transfers, and liaise with providers. Ensure all client records are up to date, workflows are completed efficiently, and fees are reconciled. Handle ad hoc client requests and contribute to a seamless client experience. What We’re Looking For Experience: A minimum of 3 years in a similar role, with strong knowledge of financial products and regulations. Tech-Savvy: Familiarity with iO software or similar systems is ideal. Experience with platforms like Quilter, Abrdn, Fidelity, Scottish Widows, or Aegon is a bonus. Skills: A professional telephone manner, and a client-focused mindset. Attention to Detail: Exceptional organisational skills and the ability to work accurately under pressure. Why Join Us? Competitive Package: Generous salary, uncapped bonus potential, and flexible benefits. Professional Growth: Work alongside highly qualified Chartered Financial Planners Great Culture: Enjoy quarterly team-building activities Convenient Location: Free on-site parking