Client services associate Work, Jobs in Ottery Saint Mary, Dev (with Salaries)

Client Services Associate (Full time or Part time)
William Highbourne Wealth Management —Exeter
- £25,000 - £30,000 a year
- Part-time
- English
- Microsoft Office
- Administrative experience
- Free parking
- Life insurance
Quick apply
11h
Receptionist and Administrative Assistant
Psychology Associates —Exeter
- From £25,611 a year
- Part-time
- English
- Administrative experience
- Organisational skills
- Free parking
- Sick pay
Quick apply
6d
Senior Associate, Client Operations
Gravita —Exeter
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
12d
Associate (CEng or CGeol)
Kingdom & Partners Ltd —Exeter
- Engineering
- Master's degree
- Bachelor's degree
- Annual leave
- Sick pay
Quick apply
Corporate Commercial Associate - Partner
Porter Dodson —Exeter
- Full-time
- Hybrid work
- Business development
- Contracts
Inter Dealer Broker Relationship Manager
London Stock Exchange Group —Exeter
- Full-time
- English
- Microsoft Office
9d
Associate Director / Director (CEng or CGeol)
Kingdom & Partners Ltd —Exeter
- Engineering
- Master's degree
- Bachelor's degree
- Annual leave
- Sick pay
Quick apply
Associate - Insurance Disputes
Trowers & Hamlins —Exeter
- Full-time
- Hybrid work
- Communication skills
Quick apply
Private Client Partner
Kitson Boyce —Exeter
- Full-time
- Hybrid work
- Mentoring
- Tax experience
- Employee assistance programme
- Sick pay
Quick apply
12d
Associate Cost Manager (Infrastructure Consultancy)
AECOM —Exeter
- Full-time
- Hybrid work
- Engineering
- Contracts
- Construction experience
Associate/Snr Associate - Employment & Pensions
Capsticks Solicitors LLP —Exeter
- Full-time
- Hybrid work
Quick apply
Senior Rehabilitation Case Manager - Exeter
Proclaim Care Limited —Exeter
- £52,000 - £55,000 a year
- Full-time
- Management
- Administrative experience
- Case management
- Annual leave
- Work from home
Senior/Principal/Associate Ornithologist
AECOM —Exeter
- Full-time
- Hybrid work
Commercial Property Associate - Taunton
Clarke Willmott LLP —Taunton
- Hybrid work
- Mentoring
Associate/Senior Associate - Private Wealth
Trowers & Hamlins —Exeter
- Full-time
- Hybrid work
- Communication skills
Quick apply
Private Client Trusts Lawyer - Senior Associate
Porter Dodson —Exeter
- Hybrid work
- Communication skills
Senior Estate Surveyor
Somerset Council —Taunton
- £41,771 - £46,142 a year
- Full-time
- Negotiation
- Annual leave
1d
Senior Project Manager NEC4 ECC (Accredited)
AECOM —Exeter
- Full-time
- Hybrid work
- Engineering
- Project management
- Organisational skills
Associate Director - Highways & Infrastructure
WSP —Exeter
- Part-time
- Hybrid work
- Microsoft Excel
- Engineering
- Microsoft Office
- Flexitime
- Work from home
12d
Work Winning Lead - Water
AECOM —Exeter
- Full-time
- Hybrid work
- Analysis skills
- Leadership

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Client Services Associate (Full time or Part time)

William Highbourne Wealth Management
Exeter

Quick apply

Job details

Permanent | Part-time | Full-time
£25,000 - £30,000 a year
11 hours ago

Benefits

Free parking
Cycle to work scheme
Financial planning services
Company pension
Company events
Life insurance
Childcare
On-site parking

Qualifications

Financial planning
Pension
English
Microsoft Office
Administrative experience
IT
Financial services
Communication skills
Banking
A Level

Full job description

Join a Growing Wealth Management Firm

William Highbourne Wealth Management is an independent financial planning and wealth management business providing advice to individuals, families and business owners across the South West and beyond.

As part of our continued growth, we are relocating to our new offices at Woodbury Business Park and are looking for enthusiastic and professional Client Services Associates to join our expanding team.

This is an excellent opportunity for someone who enjoys working with clients, is highly organised and wants to build a long-term career within financial services.

The Role

You will play a key role in supporting our advisers and ensuring clients receive an outstanding service throughout their financial planning journey.

Key Responsibilities

Providing administrative support to Financial Advisers and Wealth Managers.
Preparing client documentation and maintaining accurate client records.
Processing new business, fund switches, withdrawals and provider transactions.
Liaising with clients, providers, solicitors, accountants and other professional connections.
Responding to client enquiries in a professional and timely manner.
Managing client reviews and ensuring documentation is issued on time.
Assisting with suitability report preparation and recommendation implementation.
Maintaining CRM systems, workflows and compliance records.
Supporting advisers with diary management and client meeting preparation.
Ensuring all work is completed in line with FCA regulations, company procedures and Consumer Duty requirements.

The role involves significant interaction with clients and requires someone who takes pride in delivering exceptional service and building strong relationships. This aligns with the firm's emphasis on professional client contact, timely client communications and maintaining accurate client records.

About You

We would love to hear from candidates who have:

Essential

Excellent written and verbal communication skills.
Strong organisational and administrative abilities.
High attention to detail.
Good IT skills, including Microsoft Office and CoPilot.
Professional and friendly telephone manner.
Ability to prioritise workload and work as part of a team.

Desirable

Previous experience within financial services, financial planning, banking, pensions, investments or insurance.
Experience using platforms, CRMs or back-office systems.
Knowledge of FCA-regulated environments.
Progress towards or willingness to undertake industry qualifications.

What We Offer

Competitive salary from £23,132 up to £30,000, depending on experience.
4x salary Death in Service benefit.
Mintago salary sacrifice benefits platform.
NEST workplace pension.
Support with professional qualifications and career development.
Modern new offices at Woodbury Business Park.
Friendly and supportive team culture.
Opportunities for progression within a growing business.

Why Join William Highbourne?

We're building for the future. Our move to Woodbury Business Park marks an exciting new chapter, creating opportunities for ambitious people who want to grow with a successful and expanding wealth management business.

Whether you are an experienced administrator, a client services professional or looking to develop a long-term career in financial services, we'd love to hear from you.

Apply today with your CV and a short covering letter explaining why you'd like to join William Highbourne Wealth Management.

Pay: £25,000.00-£30,000.00 per year

Benefits:

Childcare
Company events
Company pension
Cycle to work scheme
Financial planning services
Free parking
Life insurance
On-site parking

Education:

A-Level or equivalent (required)

Experience:

Financial services: 1 year (required)

Language:

English (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

client services associate jobs in ottery saint mary, dev

Client Services Associate (Full time or Part time)

Receptionist and Administrative Assistant

Senior Associate, Client Operations

Associate (CEng or CGeol)

Corporate Commercial Associate - Partner

Inter Dealer Broker Relationship Manager

Associate Director / Director (CEng or CGeol)

Associate - Insurance Disputes

Private Client Partner

Associate Cost Manager (Infrastructure Consultancy)

Associate/Snr Associate - Employment & Pensions

Senior Rehabilitation Case Manager - Exeter

Senior/Principal/Associate Ornithologist

Commercial Property Associate - Taunton

Associate/Senior Associate - Private Wealth

Private Client Trusts Lawyer - Senior Associate

Senior Estate Surveyor

Senior Project Manager NEC4 ECC (Accredited)

Associate Director - Highways & Infrastructure

Work Winning Lead - Water

I want to receive the latest job alerts for client services associate in ottery saint mary, dev

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