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 solid 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 DoingCoordinating advice implementation and client service activitiesWorking closely with advisers to support client outcomesSupporting and coordinating a small offshore administration teamActing as a key point of contact for clients and external stakeholdersAssisting with investment transactions,
cash movements and related administrationMonitoring workflow and maintaining high service standardsIdentifying opportunities to improve efficiency and processesWhat We're Looking ForExperience within financial planning or wealth managementStrong understanding of advice implementation and client service processesExperience using XplanExcellent communication and relationship-building skillsStrong organisational skills and attention to detailA proactive approach and genuine commitment to client serviceWhy Apply?
Established and growing financial planning businessStrong systems, processes and adviser supportSupportive and collaborative team cultureVariety across client service, implementation and workflow coordinationOpportunity to expand your responsibilities while staying close to clients and advisersLong-term career opportunity within a highly regarded advice practiceWhether 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.
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