Job Description:

Client Services Associate | Administration & Customer Service | Gloucester | £27,000 - £30,000

Looking to take the next step in your client services career? Join a progressive, supportive, and rewarding environment where your contribution truly matters.

• Competitive salary: £27,000 – £30,000 per year
• Immediate start: Begin as soon as you're ready
• Enjoy your birthday off: Celebrate with a paid day’s leave
• Flexible benefits: Choose from options including private medical insurance, an electric car scheme, group income protection, critical illness, and life insurance
• Casual dress code: Enjoy a relaxed work environment
• Personal development: Access to comprehensive training and development opportunities to help you build your expertise

As an Associate in the Client Services team, you will provide essential administrative and client-facing support to a team of advisers. You'll be at the heart of a fast-paced independent financial advice business, helping clients navigate complex financial decisions. You’ll work alongside experts in the field and contribute to a business recognised for high standards and a commitment to excellent customer service.

What you'll be doing

• Process new business applications and associated client paperwork, ensuring accuracy and efficiency
• Verify client identity electronically and manage key client data securely
• Chase applications and client requests through to a timely completion
• Assist advisers with client cash management and placing trades on provider platforms
• Maintain up-to-date client and plan records using Intelligent Office back-office system
• Upload and organise documentation according to established procedures
• Respond promptly to queries from clients, providers, and advisers, delivering excellent customer service
• Receive and direct incoming telephone calls and documentation appropriately
• Support advisers with the provision of quotations, applications, and key features for client meetings
• Manage all assigned tasks efficiently, adapting your day as client needs demand
• Promote professionalism, equality, and a safe working environment at all times

• 5 GCSEs at grade C/4 or above (or equivalent), including Maths and English
• Strong communication skills: able to adapt your approach for clients and colleagues alike
• Excellent organisational skills: able to prioritise and manage competing tasks efficiently
• Commitment to delivering excellent customer service
• Effective team player with a collaborative approach
• Confidence using technology and learning new systems – previous experience with Intelligent Office is a bonus
• Keen to further develop your expertise in a professional environment
• Basic understanding of financial products and relevant FCA regulations preferred

• Based in: Gloucester
• Employment type: Permanent, full-time role
• Enjoy your birthday off: Celebrate with a paid day’s leave
• Flexible benefits: Choose from options including private medical insurance, an electric car scheme, group income protection, critical illness, and life insurance
• Casual dress code: Enjoy a relaxed work environment
• Personal development: Access to comprehensive training and development opportunities to help you build your expertise

This is an excellent opportunity to play a vital part in delivering high-quality financial services, build meaningful client relationships, and develop your skills in a growing, forward-thinking company. If you thrive in a busy, people-focused, and supportive team, please don't hesitate and apply! We'll be in touch once we've reviewed your application.