Phoenix Talent Partners

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.