Client services & operations associate

Company Description

&together is a london based modern financial planning firm growing at a fast rate. 

We’re looking for a highly organised, detail-oriented graduate to join us in a client services & operations role. This is a hands-on position at the heart of the business, supporting both client onboarding and ongoing client relationships.

Salary: £20,000 – £38,000 pa

Working hours: Part time with potential to become full time. Flexible remote working.

What you’ll be doing

• Supporting the onboarding of new clients (account setup, documentation, liaising with providers)
• Managing the flow of information between clients, providers, and our internal team
• Assisting with transfers, investments, and implementation of advice
• Providing ongoing day-to-day support to clients, ensuring everything runs smoothly
• Helping maintain accurate client records and systems
• Supporting advisers with preparation for meetings and follow-ups

What we’re looking for

• Strong organisation and attention to detail
• Clear communication and a professional manner
• Someone who takes ownership and gets things done
• An interest in finance, investing, or working with entrepreneurs
• Experience in financial planning, asset management or other financial institutions
• Comfortable working in a fast-moving, early-stage business with a hands on approach

What you’ll get

• Direct exposure to building a modern financial advice business
• Close working relationship with the founders
• A steep learning curve across investments, planning, and client management
• Opportunity to grow into a broader role over time

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