Client Liaison Specialist

5 days ago


Whiteley, United Kingdom Heat Recruitment Ltd Full time
About the Role:

Heat Recruitment Ltd is seeking a Client Liaison Specialist to join their team based near Fareham. The successful candidate will be responsible for providing exceptional customer service and building strong relationships with clients.

The ideal candidate will have previous experience in a similar role within an IFA Practice, with knowledge of investment products ISAs, Pensions, Bonds. You will also possess confident and competent communication skills, verbal and written, with any Financial Services qualifications desired.

Key Responsibilities:
* Providing exceptional customer service and building strong relationships with clients
* Assisting financial planners with day-to-day tasks and projects
* Maintaining accurate records and reports
* Working closely with the team to ensure seamless delivery of services

What We Offer:
* Competitive salary up to £32,000 per annum
* 28 days' holiday plus bank holidays
* Onsite parking
* Life assurance
* Income protection
* DIS
* Pension
* Flexible benefits platform
* Hybrid working - 2 days in the office
* Exam support after probationary period

Why Join Us?
* Opportunity to work with a highly regarded IFA firm
* Collaborative and dynamic team environment
* Continuous learning and development opportunities


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