Client associate Work, Jobs in Winchester, Ham (with Salaries)

Associate Client Manager (Trainee Adviser Pathway)
Keyplan Wealth —Brockenhurst
- £24,420 - £31,500 a year
- Full-time
- Hybrid work
- English
- Travel
- Financial services
Quick apply
2d
Associate Consultant - Aerospace
Gattaca Plc —Whiteley
- £28,000 - £35,000 a month
- Hybrid work
- Communication skills
3d
Trainee Sales Development Representative
Circle Cloud Communications Ltd —Southampton
- £24,000 - £32,000 a year
- Full-time
- CRM software
- Customer service
- Salesforce
- Paid training
- Annual leave
Quick apply
10d
Compliance Assistant
Azzurro Associates Ltd —Fareham
- Full-time
- Hybrid work
- Microsoft Office
- Analysis skills
- Bachelor's degree
- Free parking
- Life insurance
Quick apply
5d
Application Analyst- (Associate Level)
Visa Europe Limited —Basingstoke
- 12 hour shift
- Microsoft Office
- Master's degree
- SQL
Sales Associate
Coach —Portsmouth
- £28,080 - £30,000 a year
- Part-time
- Sales
- Social media management
- English
- Employee discount
11d
Associate Application Analyst
Visa Europe Limited —Basingstoke
- 12 hour shift
- Analysis skills
- Bachelor's degree
- Organisational skills
10d
VacancyTitle: Residents Services Associate (Part Time 20 hours, Temporary)
Grainger plc —Southampton
- Part-time
- Remote
- Annual leave
Pensions Administrator
XPS Pensions Group —Portsmouth
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Referral programme
Associate Consultant - Aerospace
Gattaca —Fareham
- £28,000 - £35,000 a year
- Hybrid work
- Communication skills
4d
Lighting Technician
Designs for Lighting Ltd —Winchester
- £24,000 - £28,000 a year
- Full-time
- Hybrid work
- Computer literacy
- Engineering
- English
- Work from home
- Sick pay
Quick apply
7d
JUNIOR SALES CONSULTANT
Verisure Services (UK) Limited —Newbury
- £3,800 a month
- Full-time
- Sales
- Driving
Quick apply
Associate Rehabilitation Case Manager
Active Care Group —Southampton
- £43 - £69 an hour
- Part-time
- Case management
- Driving
- Travel
Quick apply
13d
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Newbury
- £3,800 a month
- Full-time
- Sales
Quick apply
O2C ASSOCIATE - 6 MONTH SECONDMENT
Merlin Entertainments —Basingstoke
- Full-time
- Microsoft Excel
- Analysis skills
- Communication skills
- Employee assistance programme
- Employee discount
5d
Project Coordinator
AQ International —Salisbury
- Microsoft Powerpoint
- Travel
Quick apply
Associate Banker
Barclays —Southampton
- Sales
- Business development
- Continuous improvement
5d
Associate – Catastrophic Injury / Large Loss
Keoghs —Southampton
- Full-time
- Hybrid work
- Employee discount
Quick apply
10d
Havant Banking Hub Counter Assistant
Havant Banking Hub —Havant
- £14 an hour
- Temporary
- English
- Administrative experience
- Organisational skills
Quick apply
4d
Project Coordinator
Precision Medicine Group —Salisbury
- Microsoft Powerpoint
- Travel

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client associate jobs near winchester, ham

Associate Client Manager (Trainee Adviser Pathway)

Keyplan Wealth
Brockenhurst

Quick apply

Job details

Full-time
£24,420 - £31,500 a year
2 days ago

Qualifications

Economics
Driving Licence
English
Financial services
Business
Communication skills
Certificate in Insurance

Full job description

Location: Brockenhurst, New Forest (Hybrid: Fixed weekly pattern of office and home working)
Position: Full-time, Permanent
Salary: Competitive, based on experience + benefits & study support

About Us

We are an established, client-focused financial planning practice providing bespoke wealth management, retirement, and tax planning solutions to individuals, families, and businesses. We pride ourselves on delivering a highly personalised, exemplary standard of service and advice.
As part of our continued growth, we are seeking an ambitious and meticulous Associate to work directly alongside the Practice Principal. This position offers a hands-on, comprehensive introduction to the profession, providing a structured pathway to progressing into a fully qualified Financial Adviser role.

The Role

This dual-focus position combines sophisticated administrative management, client relationship care, and technical financial services exposure. Working in close alignment with the Practice Principal, you will ensure that client consultations are seamlessly coordinated, follow-up actions are executed meticulously, and the technical operations of the practice run efficiently.

Working Pattern & Travel:

The position operates on a hybrid structure with a fixed weekly pattern of both office-based and remote working. Because our client base is national, the role requires regular travel to attend face-to-face client meetings alongside the Principal. Consequently, a high degree of professional flexibility is required, including occasional overnight travel within the UK (all business travel expenses are fully covered).

Key Responsibilities:

Consultation & Meeting Support: Accompany the Principal to client meetings across the UK, acting as a professional secondary representative, capturing comprehensive technical notes, and documenting clear action points.

Client & Provider Liaison: Act as a key point of contact for clients and product providers, managing complex administrative workflows and resolving queries efficiently.

Professional Correspondence: Draft high-quality, bespoke follow-up communications, client letters, and summaries of financial recommendations.

Technical Systems Management: Utilise specialised investment tools, platforms, and financial software to gather data, construct basic projections, and support the broader advice process.

Who You Are

This role is ideally suited to an ambitious graduate (holding a degree in Finance, Economics, Business, Law, or a related discipline) or an experienced Financial Services Administrator seeking a definitive, career-track progression.

Aspiration to Advise: A genuine, long-term ambition to develop into a client-facing, fully qualified Financial Adviser.

Professional Adaptability: Comfortable with national travel, fluid schedules, and occasional overnight stays to support widespread client relationships.

Advanced Communication Skills: Impeccable written and spoken English, with the ability to articulate technical financial details clearly and professionally.

Rigorous Attention to Detail: A strong commitment to accuracy and precision in financial administration and data management.

Qualifications & Requirements

- A relevant degree OR solid experience within a UK wealth management or financial services environment.
- A full UK driving licence and a willingness to travel nationally are essential.
- Existing CII/PFS professional qualifications are not a prerequisite for application.
- Commitment to Professional Development: A dedicated willingness to study for industry-recognised qualifications (such as the CII Diploma in Regulated Financial Planning) in your own time is essential to facilitate career progression.

What We Offer

- Direct mentorship and daily exposure to an experienced Practice Principal.
- A transparent, structured career roadmap from Associate to Adviser.
- Comprehensive study support (covering examination fees and study materials) upon successful completion of the probationary period.
- A professional working environment in Brockenhurst, complemented by a structured hybrid working routine.

Job Type: Full-time

Pay: £24,420.00-£31,500.00 per year

Work Location: Hybrid remote in Brockenhurst (Hampshire)

Quick apply

Refine Your Search

client associate jobs in winchester, ham

Associate Client Manager (Trainee Adviser Pathway)

Associate Consultant - Aerospace

Trainee Sales Development Representative

Compliance Assistant

Application Analyst- (Associate Level)

Sales Associate

Associate Application Analyst

VacancyTitle: Residents Services Associate (Part Time 20 hours, Temporary)

Pensions Administrator

Associate Consultant - Aerospace

Lighting Technician

JUNIOR SALES CONSULTANT

Associate Rehabilitation Case Manager

JUNIOR SALES ADVISOR

O2C ASSOCIATE - 6 MONTH SECONDMENT

Project Coordinator

Associate Banker

Associate – Catastrophic Injury / Large Loss

Havant Banking Hub Counter Assistant

Project Coordinator

I want to receive the latest job alerts for client associate in winchester, ham

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