This Client Liaison Manager role is a varied position which gives you the opportunity to join a growing boutique, independent, Chartered Financial Planning firm.
You will be responsible for the day to day running of the office as well as creating & maintaining client relationships. Some of your Office Manager duties will include;
Some of your Client Liaison Manager duties will include;
Client Liaison Manager Requirements
This boutique, independent, Chartered Financial Planning firm puts the clients’ personal vision and aspirations at the heart of the matter and focus on growing and protecting their wealth. The business is led by highly respected Directors with strong technical financial planning knowledge and strategic business management skills. They currently have 17 people in the business with 7 being Financial Advisors and 10 in the support team.
Client Liaison Manager Benefits
Call us now on 0208 0044 154 or click Apply
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