Client Services Officer (Financial Planning)

Hames Sharley; Stirling; On-site; GBP 60,000 - GBP 80,000; Full time

Job summary

A well-respected international financial planning practice in Stirling is seeking a motivated Client Services Officer. This role involves providing exceptional client support and maintaining strong relationships, with opportunities for career progression into Paraplanning. The practice, recognized for its collaborative culture, offers generous leave entitlements and flexible work arrangements. Ideal candidates should possess client services experience and excellent communication skills. If you're ready to join a supportive team, we want to hear from you!

Benefits

Generous annual leave

Performance-based bonuses

Flexible work arrangements

Qualifications

• Demonstrated track record of client services experience within the financial services industry.
• Strong background in superannuation, investments, or insurance.
• A keen eye for detail and accuracy.

Responsibilities

• Serve as the main point of contact for clients, building and maintaining strong relationships.
• Support advisers by understanding and implementing the financial advice presented to clients.
• Assist with preparing client documentation and maintaining accurate records.

Skills

Client services experience

Financial services background

Excellent communication skills

Detail-oriented

Experience with XPlan software

Proficiency in Excel, Word, Office 365

Job description

Client Services Officer (Financial Planning) - Best Culture In The Industry?

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Are you an ambitious, client-focused professional in client services? If you're looking to grow within the financial planning industry and receive support on your journey, this opportunity with a well respected, international financial planning practice is the perfect next step.

Why This Role Stands Out

Award-Winning Employer: As the winner of the 2024 Employer of the Year (IFA Awards), you’ll be joining a practice that truly values its team and fosters a positive, collaborative work culture.

Career Progression Opportunity: In time this role offers a unique chance to progress into a Paraplanner or Associate role, with full support and study assistance towards becoming a Financial Adviser.

Generous Leave Entitlement: Receive the Christmas closure period off in addition to your 4 weeks of annual leave. You’ll also receive an additional day of leave for each year of service (up to 5 years), and your birthday off.

Competitive Salary & Bonus: Receive a generous annual salary with performance-based bonus incentives to reward your hard work.

Flexible Work Arrangements: Benefit from flexibility with regards to work arrangements and schedule, ensuring a healthy work-life balance. The business actively encourages flexibility as appropriate to suit your needs.

About the Role

As a Client Services Administrator, you’ll be a vital part of our administration team, providing exceptional client support to ensure smooth operations across the business. You will be the first point of contact for our clients, building and maintaining strong, positive relationships. Support the adviser team to ensure efficient service delivery. You’ll have the opportunity to learn and develop in a high-quality, financial planning practice with a strong reputation for tailored financial advice.

Key Responsibilities

• Serve as the main point of contact for clients, building and maintaining strong relationships.
• Support advisers by understanding and implementing the financial advice presented to clients.
• Assist with preparing and processing client documentation and maintaining accurate records.
• Provide general administrative support, including mail sorting and scanning, greeting clients and managing and updating client databases.

About You

We’re looking for someone who is detail‑oriented, organized, and enthusiastic about client services. The ideal candidate will have:

• A demonstrated track record of client services experience within the financial services industry.
• Strong background in superannuation, investments, or insurance.
• Excellent communication skills (verbal and written) and the ability to build rapport with clients.
• A keen eye for detail and accuracy, and the ability to manage multiple tasks efficiently.
• Experience with financial planning software XPlan (highly advantageous).
• Proficiency in Microsoft Excel, Word, and Office 365.

Why Join The Team?

• Award-Winning Practice: Be part of a high-quality, self-licensed financial planning practice that’s been building an excellent reputation in the local community for over 15 years.
• Collaborative & Supportive Culture: We pride ourselves on creating an open, supportive environment where every team member can contribute ideas, grow their skills, and feel valued.
• Work-Life Balance: We believe in offering flexibility to help our team manage both their personal and professional lives.

If you’re looking to build your career in a thriving financial planning practice that values its people and supports your professional growth, we want to hear from you!

Express Your Interest Take the next step towards a rewarding career with a team that truly walks the walk. To apply in confidence, email Ben Stokes at [emailprotected] or click the ‘Apply Now’ button below.

About Boston Stanley

Boston Stanley are executive search specialists working within the Financial Planning sector. We provide comprehensive talent acquisition for market leading companies.

Your application will include the following questions:

• Which of the following statements best describes your right to work in Australia?
• How many years' experience do you have as a client services officer?
• How many years' experience do you have in the financial services industry?

To help fast track investigation, please include here any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory / salary below minimum wage.