Client Services Officer | Financial Planning

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

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