We are seeking a mature, professional, and highly organised/self motivated Client Services
Officer to provide administrative and client support to a fast paced Senior Financial Planner.
This part-time role (approximately 24 hours per week) is ideal for an experienced individual who enjoys building strong client relationships, managing administrative processes, and contributing to a high standard of client care.
As the first point of contact for clients, you will play a key role in ensuring a seamless and skilled experience while supporting the efficient operation of the practice.