 
						Client Services Officer
5 days ago
Client Services Officer (CSO) – Finspire Advisers
Location: Flexible – Office and / or Home-Based (Negotiable)
Employment Type: Permanent Part Time
Applications Open: Now
Are you passionate about delivering exceptional client service and supporting a high-performing financial planning team? Finspire Advisers is seeking a Client Services Officer (CSO) to be the welcoming face of our firm and a key contributor to our client experience.
About the Role
As our CSO, you'll be the first point of contact for clients and play a vital role in supporting our financial advisers through a range of administrative and client service tasks. This is a dynamic and flexible role suited to someone who thrives in a collaborative, detail-oriented environment.
Key Responsibilities
- Client Interaction: Respond to client inquiries via phone, email, and in-person.
- Documentation & Data Entry: Manage client documents and input data accurately into our CRM.
- Appointment Coordination: Schedule meetings, prepare documentation, and gather financial information.
- Implementation Management: Process investment and insurance applications efficiently.
- Liaison Work: Communicate with fund managers and insurers on behalf of clients.
- File & Office Management: Maintain digital files and assist with office administration.
- Compliance Support: Ensure sensitive data is handled securely and compliance standards are met.
- Event Planning: Support strategic planning events and office activities.
- General Admin: Assist with ad hoc tasks to keep the business running smoothly.
Skills & Qualifications
- Exceptional customer service and phone etiquette.
- High attention to detail in data entry, spelling, and formatting.
- Proficiency in Microsoft Office (Excel, Word).
- Ability to manage multiple client accounts and prioritise workload.
- Strong time management and independent decision-making skills.
- Team-oriented with a proactive and collaborative mindset.
Preferred Experience
- Background in finance or financial services.
- Experience in a client-facing role within a financial planning firm.
- Relevant qualifications in financial services (advantageous but not essential).
Why Join Finspire Advisers
?
- Flexible work arrangements to suit your lifestyle.
- Supportive team culture with a focus on collaboration and growth.
- Meaningful work that helps clients achieve financial clarity and confidence.
- Opportunity to grow within a respected and values-driven financial planning firm.
How to Apply
If you're ready to make a difference and grow your career in financial services, we'd love to hear from you. Please send your resume and a brief cover letter to
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