Client Liaison Officer

3 days ago


Truro, United Kingdom Cathedral Appointments Ltd Full time

**Salary £26- £30k DOE | Hybrid Working | Excellent Benefits Package**

**Client Liaison Officer responsibilities include: -**
- Building and maintaining client relationships
- Preparation of review packs
- Keeping clients up to date every step of the way
- Diary management is key to making sure all reviews are booked and delivered by the financial planner on time

**Client Liaison Officer requirements include: -**
- You will be educated to GCSE level (or equivalent) minimum, with grades A-C to include English and Maths
- You may already be working in a firm that offers financial advice
- Excellent communication skills
- Be able to work as part as a team
- Providing excellent customer service to clients

**Your Benefits as a Client Liaison Officer include but are not limited to: -**
- Hybrid Working
- Employer Pension Scheme
- Cycle to Work Scheme
- Client and Employee Referral Bonuses
- Employee Assistance Program
- Discounted Shopping Portal

**Recruitment Consultant: Joanne Howell**

**Ref: 9400



  • Truro, United Kingdom Cathedral Appointments Full time

    **Salary £26- £30k DOE | Hybrid Working | Excellent Benefits Package** **Client Liaison Officer responsibilities include: -** - Building and maintaining client relationships - Preparation of review packs - Keeping clients up to date every step of the way - Diary management is key to making sure all reviews are booked and delivered by the financial planner...


  • Truro, United Kingdom E-zec Medical Transport Services Ltd Full time

    **The vacancy** We are looking for a Patient Transport to join our team. This role is based from Royal Cornwall Hospital. The PTLO position is key to help bridge the gap between hospitals and our operations team on a daily basis. **Salary**: £11.90 Per Hour Contract Type: Permanent, full time - 40 hour's per week Location: Royal Cornwall Hospital **Key...


  • Truro, United Kingdom G2 Legal Limited Full time

    Job DescriptionPrivate Client Solicitor/Legal ExecutiveJob Title: Private Client Solicitor, Legal Executive, or Fee EarnerLocation: Cornwall & Devon – Flexible office locationsJob Type: Permanent | Full-time or part-timeWorking Arrangement: Hybrid (up to 2 days WFH) + Flexible hoursPrivate Client Vacancy – Leading South West Law FirmA highly respected...


  • Truro, United Kingdom G2 Legal Limited Full time

    Job DescriptionPrivate Client Solicitor/Legal ExecutiveJob Title: Private Client Solicitor, Legal Executive, or Fee EarnerLocation: Cornwall & Devon – Flexible office locationsJob Type: Permanent | Full-time or part-timeWorking Arrangement: Hybrid (up to 2 days WFH) + Flexible hoursPrivate Client Vacancy – Leading South West Law FirmA highly respected...


  • Truro, United Kingdom Opus-ABC Full time

    Behaviour/Inclusion officer Opus Education have built close and long-standing relationships with schools and multi academy trusts across Cornwall and Devon. As the exclusive recruitment partner of the Cornwall Association of Primary Heads and a variety of different and trust and schools,we are currently looking for enthusiastic and dedicated...


  • Truro, United Kingdom Coodes Solicitors Full time

    Coodes LLP is one of the leading law firms in Cornwall and Devon and the longest established firm in the region. With growing demand for our services, an opportunity has arisen for a Private Client Lawyer to join the team which consists of 16 specialist lawyers with a strong support team who advise clients on all aspects of managing their affairs. The...

  • Area Housing Officer

    2 weeks ago


    Truro, United Kingdom Cornwall Housing Full time

    At Cornwall Housing, we’re passionate about delivering homes and services to the communities of Cornwall. This is a fantastic opportunity to deliver a customer-focussed housing service to our tenants in our local communities and neighbourhoods. We’re looking for people with housing and tenancy management skills/experience to join the team. But your...

  • Court Officer

    1 week ago


    Truro, United Kingdom Nova Scotia Full time

    Select how often (in days) to receive an alert: Closing Date:18-Dec-25 (Applications are accepted until 11:59 PM Atlantic Time) About Us The Court Services Division of the Nova Scotia Department of Justice is dedicated to excellent service and the provision of fair and accessible administration of justice, including court administration and security. The...


  • Truro, Cornwall, United Kingdom Stephens Scown Full time £25,000 - £35,000 per year

    Work for a place that works for you…At Stephens Scown, every day is what we make it. So we make it matter. Doing notable work for notable clients, building our skills with talented people and having a positive impact on our communities sits at the heart of everything we do.We don't just say it, we live it. Our commitment to our people, clients and...

  • Financial Planner

    1 week ago


    Truro, United Kingdom Cathedral Appointments Ltd Full time

    Our client, a reputable and forward-thinking Wealth Management firm, is looking to recruit a Financial Planner to join their team in Truro on a full-time, permanent basis. Your role will be centered around providing initial advice relating to financial mattersas well as providing impeccable service to clients. You should be qualified to at least QCF Level 4...