IMPLEMENTATION CLIENT SERVICES OFFICER

WHEN WAS THE LAST TIME YOU HAD FUN AT WORK?
If you're a talented individual who loves challenges, growth, and continuous learning, be part of our growing team as an Implementation Client Services Officer / Financial Planning Assistant now
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What's in it for me?
Be part of a Young, Motivated, and Agile company
Grow Learn Guide While having FUN
Fixed Day Shift, Day 1 HMO coverage, 2-week Christmas break
What does this role entail?
The overall objective of the CSO is to assist Financial Advisers in gathering the data required to provide financial planning services to their clients particularly in implementing advice. This includes supporting Advisers with all of the administration assistance they need to provide financial advice in a timely, regulation-compliant manner.
What are the proficiencies expected of me?
At least 2 years of experience in doing advice implementation as a Client Service Officer or as a financial plannin...