A rapidly growing financial planning firm, is seeking a Senior Client Services Analyst to join their team. This is an excellent opportunity for an ambitious individual with experience in financial planning who is looking for a clear, structured route into advice and long-term career progression.

The RoleThe Senior Client Services Analyst will act as a subject matter expert and escalation point within the Client Services team, playing a key role in delivering a seamless and personalised service to clients.

Executing account transfers, managing escalations, and liaising with clients and providers to strict SLAs.

Acting as a key liaison for client cash movements and private equity capital calls.

Leading on invoicing and fund collection, including complex payment resolutions.

Ensuring client data accuracy and GDPR compliance, including data remediation projects.

Handling complex client communications, maintaining a one-business-day response time.

Candidate Profile

The ideal candidate will bring 12-24 months'' experience within financial services, ideally in financial planning, client services, or paraplanning. They will also have:

Progress towards relevant professional qualifications (CII or similar).

Strong interpersonal and communication skills.

A detail-oriented and solutions-focused approach.

The ambition to progress into an advisory role within financial planning.

Package and Benefits

Salary up to £34,000

25 days annual leave (with flexibility for appointments and personal commitments)

Private Medical Insurance plus wellness perks such as discounted gym memberships and rewards

Hybrid working - 3 days from home per week

Pension contributions and family-friendly benefits

Regular team socials and an inclusive, supportive culture

A structured training and exam plan, with a clear route to advice within 12-18 months

This is a fantastic opportunity for a motivated financial planning professional to take the next step in their career with a firm that offers genuine progression and development opportunities.

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