Client Services Development Associate – Financial Planning

Job title:

Client Services Development Associate – Financial Planning

Company

ReQuire Consultancy

Job description

Client Services Development Associate – Financial PlanningAre 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 servicesGreat communication skills and confidence explaining systems/processesFamiliarity with CRMs like Curo or SalesforceA 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!

Expected salary

Location

Hedge End, Hampshire

Job date

Wed, 26 Mar 2025 00:17:30 GMT

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