We are currently looking for a Client Liaison to join our Financial Planning team based in Exeter.
In other organisations this role may be referred to as; IFA Administrator, Client Executive, Coordinator or Assistant. While experience within the Financial Planning industry is desirable it's not essential and we are more interested in transferrable skills and motivation!
This position is primarily office based, however you will have the opportunity to work two days from home.
You are looking for a role that is heavily focused on building and maintaining excellent working client relationships. Working as a team with Financial Planners to provide excellent service to our clients.
You may be looking to progress to paraplanner or financial planner in the future, and be willing to put in the work to get there, or you’ll be looking for a role for the long term that you can build on and provides variety each day.
You’ll be looking for somewhere that will support your development by way of exposure to different tasks, or support you with relevant study.
You’ll be educated to GCSE level (or equivalent) minimum, with grades A-C to include English and Maths and be either working in a firm that offers financial advice or you’ll know why you would like to work in this field.
What you’ll be doing:
You will be at the forefront of our client relationship, acting as a point of contact for clients to answer their day to day queries.
Whilst this role is heavily focused on client relationships you will also be working alongside our paraplanners and business support team to ensure a seamless delivery of long term financial planning to our clients by our financial planners. Your priorities will often change so you’ll have the ability to manage multiple tasks throughout the day.
Preparation of review packs, processing of business and trading is managed by our business support team which allows our client liaisons the time to build on and maintain our client relationships, keeping our clients up to date every step of the way. Diary management is key to making sure all reviews are booked and delivered by the financial planner on time.
Please click ‘Apply Now’. If you don’t have an up-to-date CV or would prefer to chat to someone before applying, get in touch with James Beck on firstname.lastname@example.org.
Everyone will receive a response.
PKF Francis Clark doesn’t discriminate. We’re interested in your skills, your experience, your potential, and nothing else.
We are not accepting agency introductions unless prior approval has been given in writing.