Senior Client Services Analyst

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 Role:

The 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.

Key responsibilities include:

• 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 & 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.