Trainee Client Services – Wealth Management​/Entry level

Trainee Client Services opportunity – Wealth Management (School leaver/Entry level)

Location:

Woking, Surrey (Occasional travel to London paid) Salary - £ and bonus/benefits Are you looking to build a successful career in Wealth Management/Financial Planning? We are currently handling an exciting opportunity for a Trainee Client Service Team member to join a growing and highly respected financial planning business. This entry-level position is ideal for a school leaver, recent graduate, or someone at the beginning of their career journey who has a genuine interest in financial services.

You'll gain valuable experience supporting both clients and advisers while developing a strong foundation of knowledge within the financial planning profession. We are seeking someone with a strong work ethic, excellent attention to detail, and a commitment to delivering outstanding outcomes. In return, you'll receive comprehensive training, support from experienced colleagues, and the opportunity to build a rewarding long-term career.

About the Role As a Trainee Client Service Team member, you will play an important role in supporting advisers, paraplanners and clients by delivering a range of essential administrative and client service functions.

Key responsibilities include:

Preparing portfolio and client reports Producing pre-meeting documentation Reviewing and correcting client cash accounts Drafting client servicing correspondence Maintaining accurate records across business systems Providing administrative support to advisers and paraplanners Assisting with additional client service activities as required

This role offers excellent opportunities for professional development, relationship building and future career progression within the business. What We're Looking For Experience Previous office administration or customer service experience would be advantageous but is not essential. Skills Strong written and verbal communication skills Good organisational and time management abilities Excellent attention to detail Ability to identify issues and escalate appropriately Ability to maintain high standards whilst completing repetitive tasks A collaborative and positive approach to teamwork Knowledge Basic knowledge of Microsoft Office applications is desirable.

An understanding of the services offered by financial services businesses would be beneficial. Qualifications Minimum GCSE Maths and English at Grade 4 (C) or above. Send your CV to Jim at Financial Divisions.