Job Description
About the role
Looking for a long term role where your work genuinely supports quality advice and client outcomes? This is an opportunity to join a high performing, independent financial advisory firm known for investing in its people and doing advice the right way.
The Client Services Officer role sits at the heart of the advice process, supporting advisers across implementation, compliance, and client engagement. The position can be tailored to individual strengths and offers clear growth pathways over the next 3 – 5 years.
Key responsibilities:
- Prepare client meetings and advice documentation
- Manage advice implementation end to end
- Support advisers with day to day client service
- Complete compliance tasks including FDS and OSAs
- Maintain accurate records and workflows in Xplan
Skills & Experience
- Background in financial planning...