Job Description
Client Liaison | Up to £35K | Twyford | Financial Services
About Our Client:
Our client is a dynamic and client-focused financial planning firm based in Twyford. They provide high-quality financial advice tailored to individuals, families, and businesses. The team operates in a fast-paced environment, driven by professionalism, collaboration, and a strong commitment to client service. They take pride in fostering an open and supportive culture where every team member contributes to our collective success.
With a team comprising financial advisers, client liaisons, and operational specialists, they are dedicated to delivering a seamless client experience. The work culture is best described as manic, kind, and open - where hard work is balanced with camaraderie and a commitment to excellence. They embrace technology, including AI-driven solutions, to enhance efficiency and streamline our financial processes.
As part of their ongoing growth, they are seeking a Client Liaison to play a vital role in supporting their client relationships and ensuring smooth operational workflows.
Role Purpose
The Client Liaison role is pivotal in providing administrative and technical support to the Practice, ensuring our relationships with clients are optimized and that the daily operations of th...