A respected financial planning firm is seeking an experienced Client Services Officer/Manager in Newcastle City Council. The role focuses on supporting advisers and enhancing client delivery. Key responsibilities include managing new business applications, scheduling client meetings, and ensuring compliance. The ideal candidate will have 3-10+ years in client services, strong communication skills, and proficiency with Xplan. This position offers an opportunity to work in a structured, supportive environment, contributing to exceptional client experiences. #J-18808-Ljbffr
Job Title
Client Services Lead - Financial Planning