Client Engagement Assistant Job – an excellent opportunity for someone who thrives on delivering exceptional customer service and wants to build a long term career within financial services.

Are you someone who enjoys being the friendly first point of contact, helping clients feel supported, valued and understood? This Client Engagement Assistant position could be the ideal next step if you are looking for a role that blends communication, organisation and a genuine client first approach.

In this role, you will be the initial touchpoint for enquiries, guiding clients through their onboarding journey, responding to calls and emails, and ensuring their experience feels seamless from start to finish. You will also coordinate adviser appointments, support ongoing client reviews and keep essential data and documentation up to date.

This is a brilliant opportunity for someone with experience in customer service, administration or a financial planning environment who wants to develop deeper industry knowledge. With strong growth plans and a highly collaborative operations team, there is room to progress as you build competence and confidence.

You will excel here if you enjoy a role where no two days look the same, where you can genuinely make a difference to client experience, and where your attention to detail really matters.

Client Engagement Assistant Requirements

Essential

• Experience in customer service, administration or a client support role
• Confident handling inbound and outbound communication
• Strong data entry and organisational abilities
• Ability to prioritise multiple tasks
• Comfortable working across multiple systems and Microsoft Office

Desirable

• Experience within financial advice, financial planning or wider financial services
• Familiarity with back office systems used in advice firms (e.g. Curo, Intelligent Office, Xplan)

The Company

You will be joining a forward-thinking financial planning business going through an exciting period of expansion. The company places significant importance on creating an excellent client journey, supported by modern systems and a collaborative advice operations team. They pride themselves on professional standards, strong values and providing a supportive environment where people can develop.

Client Engagement Assistant Benefits

• Salary up to £32,000
• Discretionary annual bonus
• Hybrid working available after competency sign off (or full time office based if preferred)
• 4x life assurance
• Private medical insurance
• Group income protection
• Employee Assistance Programme
• Medicash
• 5 percent employer pension and 3 percent employee pension
• 28 days holiday plus bank holidays, rising to 30 days with service
• 37.5 hours per week

Location

Ideal candidates will live within a sensible commuting distance of any of their following offices:

• Arundel
• Borehamwood
• Cheltenham
• Glasgow
• Newcastle
• St Helens
• Swanley
• Reading
• Wakefield
• Wirral

If you are looking for a varied, people focused position with great long term opportunity, we would love to hear from you. Apply today.

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