Are you an experienced Client Services professional looking to work closely with the Director of a boutique financial planning firm?

Join a well-established and growing practice known for its down-to-earth culture, supportive team, and genuine focus on client care.

Why You’ll Love This Role:

Work directly with the Director to support high-value client relationships

Enjoy flexibility with hybrid work arrangements (2 days WFH)

Be rewarded with a bonus structure available to all staff

Thrive in a fun, inclusive and team-oriented culture

What You’ll Be Doing:

End-to-end implementation of financial advice, including new business and ongoing service

Manage client workflows, follow-ups, and ensure documentation is complete and compliant

Prepare client meeting packs and assist with strategy discussions

Liaise with clients, product providers, and other stakeholders

Maintain client records in Xplan and ensure adherence to internal and regulatory standards

What We’re Looking For:

3–5+ years of experience in a financial planning client services role

Proficiency with Xplan and a solid understanding of advice processes

Strong communication skills and a high level of attention to detail

Ability to work independently and collaboratively within a small team

A proactive and positive approach to client service and team culture

Salary is dependent on experience, please send CV's to [email protected]