Client Service Financial Planning

This is an opportunity to join a forward thinking financial planning firm who offer personal devloment and career progression to al staff.

They are client centric, with high standards and intregrity and strongly believe that the client comes first.

Looking for candidates that have the exposure of working with financial or welth planning environments.

Duties will include

• Preparing client meeting packs, taking meeting notes, and ensuring follow-up actions
• Liaising with clients, providers, and third parties
• Managing client files and ensuring all documentation is kept up to date and compliant
• Assisting with the management of client portfolios
• Dealing with client queries and providing general administrative support