+ Study Support and clear Career Development path
Are you a seasoned expert with a great deal of SJP knowledge?
A top-tier SJP Practice that specialises in customised wealth management solutions is seeking a highly competent Client Services Consultant. My client, who is well-known for their client-centric approach, offers a variety of services, such as retirement planning, investment planning, and financial advising, all of which are customised to match the objectives of their clients. They place a strong emphasis on developing enduring connections and providing superior service, backed by extensive administrative, paraplanning, and compliance capabilities.
As a member of this dynamic team, as a Client Services Consultant you will provide outstanding support to clients by preparing and submitting cases. In addition, you will handle a high activity level with up to 60 active clients each month, client acquisition and retention, and adherence to consumer duty requirements.
You must have good client service abilities, a strong background in administration and paraplanning, and solid SJP expertise to succeed in this role.
If this Client Services Consultant position has piqued your interest, please apply or contact Sam at Financial Divisions.