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Client Services Consultant- £40k+- Hybrid-Dartford-Kent

Financial Divisions
Posted 20 days ago, valid for 6 days
Location

Dartford, Kent DA4 9EA

Salary

£32,000 - £40,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • My client, a leading SJP Practice specializing in personalized wealth management solutions, is seeking a highly skilled Client Services Consultant.
  • The role requires solid SJP experience and offers a salary of £40,000 to £50,000 per year.
  • Candidates should have a strong administrative and paraplanning background, along with excellent client servicing skills.
  • Responsibilities include managing client reviews, handling disinvestments, and ensuring compliance with consumer duty standards.
  • This position involves supporting a high activity level with up to 60 active clients per month.

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.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.