Client Support Officer

Client Support Officer - Career Opportunity in Financial Planning

Fully Funded Study Support

Phoenix Talent Partners are partnering with a growing wealth management firm seeking an ambitious Client Support Officer who wants to build a long-term career in financial planning.

This is an outstanding opportunity for a graduate (or equiv.) - or someone at a point in their career - where they are eager to develop within financial services.

Full study support will be provided to complete the Diploma in Financial Planning, making this the perfect stepping stone into an advisory or technical support career.

What you'll gain:

Study support package towards the Diploma in Financial Planning

Clear career progression within wealth management

Hands-on experience supporting experienced Wealth Managers

Exposure to client servicing, financial products & regulated processes

What you'll be doing:

Preparing client documentation & reports

Supporting client communications & meetings

Liaising with providers & platforms

Maintaining accurate records & workflows

Who this is ideal for:

• Graduates/or those of grad caliber with a strong interest in financial planning

• Ambitious individuals seeking a professional qualification

• Highly organised, detail-focused and eager to learn

• Strong communicators looking to build a client-facing career

If you're serious about building a career in financial services - not just finding a job - we'd love to speak with you.

Pls reach out or apply ASAP for a confidential discussion.