Client Relationship - South
Hybrid
Core
Support Financial Planners by preparing meeting packs, submitting new business, managing case progress, and maintaining client records.
Role type
Senior IC client relationship specialist (wealth management)
Builds
Advice implementation and client service workflows
Domain
Financial services / Wealth management
Required skills
Financial planning knowledge, case management, client communication, record keeping, Microsoft Office proficiency, training delivery
Preferred skills
Financial planning industry experience, coaching skills, problem-solving
Responsibilities
Prepare high quality meeting packs and recommendation reports, submit new business with various providers, communicate with clients via telephone and email, maintain accurate client records in X-Plan system, deliver engaging training to individuals and groups