If you enjoy being the person who keeps everything running smoothly, this could be the perfect next step.
Join a respected financial planning business with a strong reputation, loyal clients and a genuinely supportive team. Working closely with advisers and a small offshore administration team, you will play a key role in delivering a seamless client experience and ensuring advice is implemented efficiently and accurately.
What You'll Be Doing
- Coordinating advice implementation and client service activities
- Working closely with advisers to support client outcomes
- Supporting and coordinating a small offshore administration team
- Acting as a key point of contact for clients and external stakeholders
- Assisting with investment transactions, cash movements and related administration
- Monitoring workflow and maintaining high service standards
- Identifying opportunities to improve efficiency and processes
What We're Looking For
- Experience within financial planning or wealth management
- Strong understanding of advice implementation and client service processes
- Experience using Xplan
- Excellent communication and relationship-building skills
- Strong organisational skills and attention to detail
- A proactive approach and genuine commitment to client service
Why Apply?
- Established and growing financial planning business
- Strong systems, processes and adviser support
- Supportive and collaborative team culture
- Variety across client service, implementation and workflow coordination
- Prospect to expand your responsibilities while staying close to clients and advisers
- Long-term career opportunity within a highly regarded advice practice
Whether you are a Senior Client Services Officer looking for the next step or an experienced Client Services Manager seeking a better environment, this is an opportunity to join a business where your contribution will be valued and your experience recognised.