Job description


Client Liaison (1051)

  • Location:
  • Working Hours:
    Full Time

Francis Clark Financial Planning is a Chartered Independent Financial Planning firm providing clear, expert and relevant independent financial planning advice to our clients. Together with the partners of PKF Francis Clark we work in partnership with our clients to enhance their performance. Their goals are our goals, and through close working relationships (and because we love what we do) when they succeed, so do we.

We are currently looking for a Client Liaison to join our team.

About you:

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.


Why us:

Whatever your long term career ambition, joining Francis Clark Financial Planning provides the flexibility for you to develop your career in a direction that interests you. We offer a supportive and flexible working environment, including hybrid working and take your career seriously to enable you to be the best you can be.


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Centenary House,, Peninsula Park, Rydon Lane,, Exeter, UK, EX2 7XE