About the Role
We have partnered with an established and highly regarded boutique financial planning firm is seeking an experienced Client Services Officer to support a team of Advisers delivering holistic advice to a select portfolio of high-net-worth clients.
Working closely with Advisers and senior leadership, you will play a key role in managing the end-to-end client review and implementation process while helping deliver an exceptional client experience.
Manage client reviews from scheduling through to completion
Prepare review packs, advice documents and supporting paperwork
Coordinate implementation of financial advice recommendations
Attend client meetings and maintain accurate file notes
Assist with research, product comparisons and strategy requests
Liaise with clients, insurers, platforms and product providers
Skills & Experience
Experience in a Client Services role within financial planning
Robust understanding of advice implementation processes
Knowledge of compliance and financial planning administration
Experience with Xplan or similar CRM platforms
Benefits
Work with a high-net-worth client base
Team bonus structure available
Versatile and supportive management approach
Clear career progression pathways available
Regular team events, celebrations and reward trips
About the Company & Culture
Our client is a well established boutique wealth management practice with more than 20 years of success in the financial advice industry. The business has experienced significant growth in recent years and is known for delivering high quality, holistic advice to a select group of affluent clients.
People enjoy working here because of the genuinely supportive culture, collaborative environment and robust focus on employee wellbeing.
How to apply
Click APPLY or contact Scott Munro on for a confidential discussion. You can also email your resume to
Please note only shortlisted candidates will be contacted.