holistic financial planning practice specialising in advice for high net worth clients.

About the Role

You'll work closely with a small team of Advisers and other support staff, playing a critical role in the ongoing management of the team's client relationships. You'll coordinate client service activities, help manage advice implementation, and provide administrative support.

Key Responsibilities

• Acting as a primary point of contact for clients, responding promptly and professionally to emails and queries.
• Coordinating the delivery and implementation of advice and following up on outstanding actions in a timely manner.
• Maintaining accurate, up to date client records and managing client databases efficiently.
• Overseeing the Ongoing Fee Arrangement process for the team, ensuring it's completed within required timeframes.
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