Client Services Associate

Are you looking to build your career within a leading wealth management firm?

An excellent opportunity has arisen for a Client Services Associate to join a highly respected financial planning business in the Solihull area. This role offers the chance to work alongside experienced Advisers and support staff, delivering exceptional service to a diverse client base while developing your own knowledge and career within wealth management.

You will play a key role in supporting Financial Advisers and ensuring clients receive a first-class experience throughout their journey.

• Processing withdrawals and ad hoc payments across ISAs, SIPPs, Bonds and GIAs
• Managing transfers in and out, liaising with clients, providers and colleagues
• Monitoring cash reconciliations and outstanding fees
• Processing client changes including bank details and change of address requests
• Producing client valuations, performance summaries and transaction reports
• Supporting the wider team with new business applications and account administration
• Managing account closures and deceased client cases with care and efficiency
• Ensuring all client communications are accurate, timely and professional
• Working closely with operational teams to deliver a seamless client experience
• Identifying opportunities to improve processes and enhance operational efficiency
• Maintaining accurate records in line with FCA and company procedures

We're keen to speak with individuals who possess:

• Previous experience within a client services, financial services administration or wealth management environment
• Strong organisational skills and excellent attention to detail
• A proactive and solutions-focused approach
• Excellent written and verbal communication skills
• Confidence using Microsoft Office, particularly Excel
• Knowledge of settlements, transfers and financial services administration
• A genuine interest in financial planning and wealth management

• Strong numeracy and literacy skills
• Suitable for graduates looking to start a career in wealth management
• Candidates currently studying towards, or interested in pursuing, a level 4 Financial Planning qualification are encouraged to apply

• Competitive salary and benefits package
• Hybrid working arrangement
• Support towards professional qualifications
• Clear career progression opportunities
• Collaborative and supportive team environment
• Exposure to high-quality financial planning and wealth management services

This is a fantastic opportunity to join a growing and well-regarded business where you can develop your skills, gain valuable industry experience and build a long-term career within wealth management.

To avoid missing out, apply with your CV to this advert or contact Ellie Sedgwick at IDEX Consulting for further information on  or elli

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.