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Client Liaison | Twyford | Full time | £35K | Bonus | Career Development | Private Medical | Team Incentive | Social Events About our ClientOur client is looking for an outstanding administrator to work in their Twyford office. They are a dynamic and client-focused financial planning firm who provide high-quality financial advice tailored to individuals, families, and businesses. The team operates in a fast-paced environment, driven by professionalism, collaboration, and a strong commitment to client service. They take pride in fostering an open and supportive culture where every team member contributes to our collective success. The team comprises of financial advisers, client liaisons, and operational specialists. They embrace technology, including AIdriven solutions, to enhance efficiency and streamline our financial processes. They are seeking a Client Liaison to play a vital role in supporting our client relationships and ensuring smooth operational workflows. Role Purpose The Client Liaison role is pivotal in providing administrative and technical support to the Practice, ensuring our relationships with clients are optimized and that the daily operations of the office run smoothly. The successful candidate will be proactive, highly organized, and able to work in a fast-paced environment. Key Duties and Responsibilities• Provide high-level technical and administrative support to the Practice. • Ensure client files are complete with all required identification documentation and necessary application forms. • Pre-meeting preparation and post-meeting follow-up, including accurately updating client files on Salesforce CRM. • Process applications accurately and record required management information. • Progress applications with product providers, advisers, clients, and other third parties t