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Permanent

Client Support Officer

Cheshire
money-bag 23000.00-23000.00 Annual
3085441697
Posted 3 days ago

Client Support Officer - Career Opportunity in Financial PlanningFully Funded Study SupportPhoenix Talent Partners are partnering with a growing wealth management firm seeking an ambitious Client Support Officer who wants to build a long-term career in financial planning.This is an outstanding opportunity for a graduate (or equiv.) - or someone at a point in their career - where they are eager to develop within financial services. Full study support will be provided to complete the Diploma in Financial Planning, making this the perfect stepping stone into an advisory or technical support career.What you''ll gain: Study support package towards the Diploma in Financial Planning Clear career progression within wealth management Hands-on experience supporting experienced Wealth Managers Exposure to client servicing, financial products and regulated processesWhat you''ll be doing: Preparing client documentation and reports Supporting client communications and meetings Liaising with providers and platforms Maintaining accurate records and workflowsWho this is ideal for: • Graduates/or those of grad caliber with a strong interest in financial planning • Ambitious individuals seeking a professional qualification • Highly organised, detail-focused and eager to learn • Strong communicators looking to build a client-facing careerIf you''re serious about building a career in financial services - not just finding a job - we''d love to speak with you.Pls reach out or apply ASAP for a confi

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