
Senior Client Liaison Specialist
6 days ago
We are seeking a highly skilled Senior Client Service Professional to deliver exceptional service to our clients. This is an exciting opportunity to work with Financial Planners and Private Client Managers, providing a world-class service proposition.
Key Responsibilities- Support the Financial Planning team in delivering a full client service proposition.
- Manage the sales pipeline from start to finish.
- Conduct thorough research to gather information for clients' financial plans.
- Accurately create, maintain, and enter information into databases.
- Address client enquiries in a timely and professional manner.
- Minimum 2-3 years experience in a similar role.
- Membership of LIA or IOB is required.
- Current CPD in line with qualifications and regulatory requirements.
We are committed to delivering exceptional client service and investing in our people. Our goal is to provide a world-class service proposition that meets the needs of our clients.
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Senior Client Liaison Specialist
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