New Client Service Associate

As a New Client Services Associate, you will play a crucial role in providing exceptional client service and administrative support in onboarding new clients to the firm. Your responsibilities will include liaising with clients, obtaining authority and gathering information on client plans, data entry on back-office systems and providing an exceptional support service to our new clients. Your attention to detail, organisational skills, and commitment to delivering outstanding client experiences will be vital to the success of the business and you will be an outgoing and bubbly character.
Henwood Court Values
Work with colleagues to deliver a profession leading service, continually exceeding client expectations using lifestyle financial planning to allow normal people done well to have the confidence and peace of mind to live the life they want to live.


Working as part of the Henwood Court family to the HCFP core values:

Hunger for knowledge

Care for clients and colleagues

Fanatical attention to consistency and detail

Passionate to be the best


Ensuring consistent delivery of the value guarantee ensuring clients experience value beyond financial that being:

To provide great advice, outstanding service, care, and attention that results in far more value than typical advisory and / or wealth management fees will deliver.

Key Responsibilities
路 Offer administrative support to the onboarding Financial Planner, working closely with all stakeholders to ensure smooth operations and efficient and exceptional client service.

路 Process Letters of Authority and gather relevant policy information from third parties.

路 Enter and maintain up-to-date and compliant client records, ensuring all necessary information and documentation is accurately recorded and securely stored.

路 Collaborate with all colleagues to maintain and improve service standards, striving for continuous improvement and client satisfaction.

路 Respond promptly and professionally to client enquiries and requests, providing accurate information, resolving issues, and escalating where necessary.

路 Assist with client onboarding and provider/wrapper opening procedures, ensuring a seamless and positive client experience.

路 Coordinate client meetings and appointments, including scheduling, preparing meeting materials, and organising necessary resources.

路 Collaborate with internal teams to ensure efficient communication and coordination of client-related activities.

路 Stay updated on industry regulations, best practices, and product knowledge to effectively support clients and contribute to the achievement of business targets.

路 Construct and issue client newsletters and uploading of articles to the company website as per newsletter rota.

路 Be a champion of 鈥淗enwood Connect鈥, the companies client portal, being a point of contact for all client queries.

Key Skillset
Excellent Communication Skills: The ability to communicate effectively and professionally with clients and internal stakeholders through various channels, including written, verbal, and in-person communication.

Customer Focus: A strong commitment to providing exceptional client service and exceeding client expectations. The ability to actively listen, understand client needs, and deliver tailored solutions and communications.

Organisation and Time Management: Effective organisational skills to handle multiple tasks, prioritise responsibilities, and meet deadlines in a fast-paced environment. The ability to manage time efficiently and maintain attention to detail.

Attention to Detail: Meticulous attention to detail to ensure accuracy and precision in client-related documentation, data entry, and compliance requirements.

Teamwork and Collaboration: The capability to work collaboratively within the pod structure and wider team, supporting and sharing knowledge with colleagues to achieve common goals. The willingness to contribute to the success of the team and the business.

Adaptability and Flexibility: The ability to adapt to changing priorities, client needs, and business requirements. The willingness to learn and embrace new technologies, processes, and industry trends.

Professionalism and Integrity: Maintaining a high level of professionalism, ethics, and integrity in all client interactions and handling sensitive and confidential information with discretion.

Technical Proficiency: Familiarity with relevant software applications, CRM systems, and financial tools. The ability to navigate and utilise technology effectively to support client service and administrative tasks.

Client Relationship Management: Building and maintaining strong client relationships by demonstrating empathy, trustworthiness, and responsiveness. The ability to anticipate and proactively address client needs.

Compliance Awareness: Understanding and adhering to industry regulations, compliance standards, and company policies to ensure the protection of client information and the integrity of client-related processes.

Financial Knowledge: A basic understanding of financial planning concepts, investment products, and industry terminology to effectively communicate with clients and support financial planning activities.

Experience and Qualifications
路 Experience of working in financial services

路 Demonstrates a good understanding of the financial services profession

路 An awareness of the compliance and regulatory framework

路 Mentoring and guidance from experienced members of the team

路 Oversight from Investment and Technical Manager

路 As per Company and Individual Employee Measures

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0121 313 1370
The Cruck Barn
20 Country Park View
Sutton Coldfield
B76 1TE