Client Account Assistant – Full-Time
Lifestyle Wealth Limited
Lifestyle Wealth is a financial planning and wealth management firm based in Bierton, Buckinghamshire. We help individuals, couples and families make clear and confident financial decisions about their future.
Our work includes advising clients on pensions, retirement planning, investments, ISAs, inheritance tax planning, protection and long-term financial planning. We take time to understand each client’s personal circumstances, goals and concerns, before providing advice that is tailored to them.
We are looking for a friendly, organised and detail-focused Client Account Assistant to join our small but growing team at Lifestyle Wealth on a full-time basis.
Lifestyle Wealth was established 3 years ago, although our team has worked together for many years.
We pride ourselves on delivering an excellent service to our clients, helping them make clear and confident financial decisions.
We currently look after over 300 clients and manage more than £100 million of client assets.
This is a great opportunity for someone who enjoys administration, client service and working as part of a supportive team.
The Role
As Client Account Assistant, you will support the wider team with the day-to-day administration involved in looking after our clients.
You will work closely with our Practice Manager to help ensure that client records, provider information and review documents are accurate, up to date and processed efficiently.
The role will include:
- Processing Letters of Authority and liaising with providers
- Chasing information from pension, investment and protection companies
- Supporting the annual review process by collecting valuations, transaction histories, fee information and other relevant client data
- Helping to prepare information for client reviews, including analytics and supporting documentation
- Completing ID checks and ensuring records are kept up to date
- Preparing simple client letters, such as withdrawal confirmations
- Supporting post-meeting documentation following annual planning workshops
- Updating internal systems accurately and in line with compliance requirements
- Working with the Practice Manager and wider team to help deliver the best outcomes for clients
About You
We are looking for someone who is:
- Highly organised and able to manage tasks through to completion
- Accurate, with strong attention to detail
- Confident communicating with providers and clients by email and phone
- Comfortable using systems and keeping records up to date
- Reliable, proactive and willing to help where needed
- Professional, friendly and client-focused.
Previous experience in financial services would be helpful, but it is not essential. Full support and training will be provided.
Hours
This is a full-time role, working Monday to Friday, based around normal office hours. We are looking for someone who can become an important part of the team and provide consistent day-to-day support to our clients, advisers and Practice Manager.
Why Join Lifestyle Wealth?
You will be joining a small, supportive and ambitious business where your role will genuinely make a difference. We care deeply about our clients and take pride in providing a personal, high-quality service.
This role would suit someone who enjoys being part of a team, likes getting things organised, and wants to contribute to a growing financial planning business.
How to Apply
Please send your CV and a short covering email explaining why you are interested in the role to [email protected].
Pay: £26,500.00-£32,000.00 per year
Benefits:
- Free parking
- On-site parking
Work Location: In person
