Are you a seasoned professional with extensive SJP experience? My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant. Renowned for their client-centric approach, my client provides a wide range of services, including investment planning, retirement planning, and financial advice, all tailored to meet the unique goals of their clients. They emphasise building lasting relationships and delivering top-tier service, supported by comprehensive paraplanning, administrative, and compliance resources.
In this role, you will join a dynamic team and offer exceptional support to clients with assets ranging from £2,000 to multiple millions. Your responsibilities will include managing end-to-end client reviews, directly communicating with clients, handling disinvestments, and ensuring smooth case management through updating CFR, submitting, and planning cases. Additionally, you will be involved in client acquisition and retention, compliance with consumer duty standards, and managing a high activity level with up to 60 active clients per month.
To excel in this position, you must have solid SJP experience, a strong administrative and paraplanning background, and excellent client servicing skills.
If you’re ready to take the next step in your career, please contact Joanna Clark to discuss this opportunity further.