Are you a detail-oriented client services professional who thrives in a structured, people-first environment?

We’re partnering with a highly respected financial planning firm known for delivering exceptional advice and a premium client experience. This is an exciting opportunity for an experienced Client Services Officer to join their dynamic and supportive team.

The firm is committed to in-house training and offers long-term development opportunities, making it the perfect environment for someone looking to grow their career in financial services.

About the Role

As the backbone of the advice process, you’ll work closely with advisers and paraplanners to ensure seamless client delivery. Your key duties will include:

Scheduling and preparing materials for client review meetings

Managing new business applications and tracking advice implementation

Liaising with clients, providers, and insurers to follow up on documentation

Maintaining accurate client records in Xplan (or similar CRM)

Ensuring all processes meet compliance and regulatory requirements

Proactively identifying areas to streamline workflow and improve operations

About You

To succeed in this role, you will have:

2 to 5 years’ experience in a financial planning client services role.

Strong communication and interpersonal skills.

High attention to detail and excellent organisational skills.

Proficiency with financial planning software (e.g. Xplan) and Microsoft Office Suite.

A client-centric mindset with a proactive approach.

Ability to thrive in a collaborative, supportive team environment.

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