Client Service Team Associate - Woking - £35,000 Salary + Bonus + Excellent Benefits

Hybrid Working | Strong Benefits Package | Established Financial Planning Group An excellent opportunity has arisen for a Client Service Team Associate to join a highly regarded and growing financial planning group. This is a key client servicing role within a busy and professional wealth management environment, supporting Financial Planners, Paraplanners and wider internal teams in delivering an exceptional client experience. The business is known for its strong values, collaborative culture and commitment to delivering high-quality, compliant financial planning services. Due to continued growth and the integration of acquired firms, they are now looking to strengthen their Client Service Team with a capable and detail-focused individual. This role would suit someone with experience in financial services administration or client servicing who enjoys working in a structured, fast-paced environment and is keen to develop within a supportive organisation. The Opportunity As a Client Service Team Associate, you will play a central role in supporting advisers and ensuring the smooth delivery of client services across the business. You will be responsible for a range of core servicing and administrative tasks, ensuring accuracy, efficiency and excellent client outcomes at all times. Your responsibilities will include: • Producing portfolio reports and pre-meeting documentation for advisers • Reviewing and correcting client cash accounts • Submitting and implementing new business applications as instructed • Maintaining and updating accurate client records across systems such as Intelliflo and Concert Hub • Managing your own workflow and prioritising tasks effectively • Supporting advisers, paraplanners and internal teams with ongoing client servicing requirements • Escalating issues appropriately to the Team Leader where required • Working collaboratively across departments to ensure a high standard of client service delivery • Ensuring all work is completed in line with service levels, compliance standards and regulatory requirements • Supporting wider business operations as required Requirements • Previous experience in administration or client servicing, ideally within financial services • Strong organisational and time management skills • Excellent attention to detail and accuracy • Ability to manage multiple tasks and deadlines effectively • Strong written and verbal communication skills • Confident using Microsoft Office and other systems • Ability to work well under pressure in a fast-paced environment • A proactive, team-oriented and dependable approach • Willingness to learn and develop within the role What's on Offer • Competitive salary depending on experience • Discretionary bonus of up to 12% • 32 days annual leave including bank holidays • Private Medical Insurance • Income Protection and Life Assurance • Company pension scheme with employer contributions up to 5% • Flexible working arrangements and hybrid options • Buy/Sell holiday scheme • Season ticket loan and green travel initiatives • Employee benefits platform • Ongoing training and professional development support • Opportunity to join a growing and well-established financial planning organisation • Clear exposure to wider business operations and career development pathways Why This Opportunity Stands Out This is an excellent opportunity to join a professional and forward-thinking financial planning business that places a strong emphasis on client service, teamwork and continuous improvement. You will be part of a collaborative environment where accuracy, accountability and development are genuinely valued, with access to strong benefits and long-term career progression opportunities. To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions or send your CV to Ryan at Financial Divisions