Client Services

3 days ago

Belfast, Ireland Artemis Search & Selection Limited Full time
Artemis Human Capital are pleased to be representing a well-established financial services firm who are now recruiting for a Client Services & Financial Planning Associate to join their team.

This is a varied and rewarding role, perfect for someone with experience in financial services who enjoys combining client interaction with technical financial analysis.

Youll work closely with Advisers and Paraplanners, ensuring clients receive an exceptional service that provides clarity and peace of mind in their financial planning.

What youll gain: Competitive salary of £2630 K Hybrid working & early Friday finish Strong career progression opportunities Exposure to interesting and varied client work Day-to-day responsibilities: Supporting client meetings by preparing reports, reviews, and financial analysis.

Managing client portfolios and implementing investment changes.

Contacting providers to obtain client portfolio details.

Assisting with cashflow planning and financial research.

Maintaining accurate client data and ensuring compliance with FCA regulations.

Acting as a first point of contact for client queries, delivering excellent service.

Were looking for someone who: Has prior experience in a financial planning, wealth management, or financial services support role.

Is confident communicating with clients and providers both by phone and in writing.

Has excellent organisational skills and attention to detail.

Is proactive, professional, and able to manage competing priorities.

Works well both independently and as part of a collaborative team.

This role offers the chance to be hands-on in a dynamic financial planning team, with clear routes for personal and professional growth.

Skills: Financial Planning Client Services Wealth Management Financial Services

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