Client Services VA;

About the job Client Services VA (Remote Job)

Job Title:

Client Services Virtual Assistant

Location:

Manchester, United Kingdom

Start Date:

Immediate / Flexible

Contract Type:
Permanent or Freelance options

Reports To:

Client Services Manager or Financial Adviser

We are looking for a Client Services Virtual Assistant to support our client, a reputable financial services firm based in Manchester, UK. This is perfect for someone who is organised, detail-oriented, and eager to grow within the financial services sector.

As a Client Services Virtual Assistant, you will provide administrative and operational support to financial advisers and the wider client services team. You’ll be the first point of contact for clients and will ensure all documentation, scheduling, and communication processes run smoothly.

• Handle client communications via email and phone in a professional, timely manner
• Book and manage adviser calendars and client meetings
• Prepare and send client documents (welcome packs, fact-finds, compliance forms)
• Maintain accurate client records in CRM and document storage systems
• Liaise with product providers (e.g. pension, insurance companies) for policy information
• Support client onboarding and track completion of required forms
• Upload and organise client documents in cloud-based systems
• Assist with client service reports and follow-ups
• Ensure GDPR and confidentiality policies are upheld

• Proven experience in client services, virtual assistance, or administration within financial services or a related sector
• Strong understanding of financial products such as pensions, investments, and insurance is preferred
• Proficient in CRM systems (e.g., Intelliflo, Salesforce, Xplan) and Microsoft Office suite (Excel, Word, Outlook)
• Experience with compliance, client onboarding, and financial documentation processes
• Excellent organisational, communication, and multitasking skills
• Ability to work independently with minimal supervision, managing deadlines effectively
• Knowledge of GDPR and data protection best practices
• Experience liaising directly with clients and financial product providers

To apply, send your resume to:  or message us on Whats App: (