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Financial Planning Liaison

1 month ago

Birmingham, Birmingham, United Kingdom Quilter Full time
Key Responsibilities

As a Client Liaison, you will be responsible for:

  • Arranging meetings with clients and Financial Planners
  • Managing client correspondence and ensuring prompt responses
  • Providing exceptional customer service to clients
  • Working closely with Financial Planners to meet client needs
  • Performing administrative tasks, such as data entry and record-keeping

The salary for this position is around £27,000 per annum, depending on experience and qualifications.