Job Description
Job Title:
Client Liaison
Reports to:
Practice Manager
Main Location:
Twyford
Contract Tenure:
Permanent
About Goodall-Smith Wealth Management
Goodall-Smith Wealth Management is a dynamic and client-focused financial planning firm based in Twyford. As a Partner Practice of St. James’s Place (SJP), we provide high-quality financial advice tailored to individuals, families, and businesses. Our team operates in a fastpaced environment, driven by professionalism, collaboration, and a strong commitment to client service. We take pride in fostering an open and supportive culture where every team member contributes to our collective success.
With a team comprising financial advisers, client liaisons, and operational specialists, Goodall-Smith Wealth Management is dedicated to delivering a seamless client experience. Our work culture is best described as manic, kind, and open - where hard work is balanced with camaraderie and a commitment to excellence. We embrace technology, including AIdriven solutions, to enhance efficiency and streamline our financial processes.
As part of our ongoing growth, we are seeking a Client Liaison to play a vital role in suppo...