Client Services Admin — Financial Planning, Flexible Growth

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

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!