Client Support Specialist

Financial Services Career Accelerator: Client Support Specialist with Adviser Pathway

Are you experienced in Financial Services and eager to advance your career while making a meaningful difference in a growing practice? This is the perfect opportunity for you!

The Role

We’ve partnered with a highly established IFA practice based in Derby that is set for rapid growth and seeking a Client Support Specialist with an administrative background, who is eager to develop in the Wealth Management Sector.

Why Join?

• Career Progression: This isn’t just another job - you’ll have the chance to grow into a trainee paraplanner and adviser role, working alongside a senior partner who plans to significantly expand the practice.
• Variety: Engage in client administration, light paraplanning, research, growth planning, and PA and marketing tasks.
• Flexibility: Enjoy flexible working arrangements that prioritise work-life balance.
• Competitive Salary: Offering between £25,000 and £32,000, with plenty of room for career advancement.

What do you need?

• Administrative experience in financial services and a strong desire to develop your skills.
• Comfort with both client interaction and back-office duties, maintaining excellent client relationships.
• Strong interpersonal, communication, and problem-solving abilities, with a focus on building trust and long-term client relationships.
• Ability to work closely with a single adviser as the practice grows, maintaining a personal touch with clients.
• Ideally based within 45 minutes to an hour from Derby.

You'll be joining a dynamic, and supportive environment committed to personal and professional growth.

Ready to Accelerate Your Financial Services Career?

Join a growing practice where you’ll gain hands-on experience, variety in your daily tasks, and a clear path to becoming an adviser.