Client Services Officers

Your Client Services Officer will be dedicated to your practice on a full or part time basis and sits inside one of our four "Pods".



Each Pod is made up of Paraplanners, Client Service Officers (CSOs) and Compliance Officers. Your practice will be permanently partnered with a Pod to ensure continuity of service, regardless of when your CSO takes leave.

Our CSOs are overseen by our Client Co-ordinators within each pod, and will be providing assistance in building templates and procedures bespoke for your practice.

Tasks your CSOs can complete for you include:


  • Review meeting preparation- Make client meetings easier than ever by having all documents you need right at your fingertips, up-to-date, compliant, and ready to go.
  • Post meeting actions- Record and send over action items that need to be completed after the meeting.
  • File note transcription
  • Database Management
  • FDS and Opt-In Completion
  • Application and Maintenance forms Completion
  • Conduct and collate product research
  • Conduct and collate insurance quotes
  • And many more!



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