Client Liaison

About the Role

Client Liaison is an integral member of our team in delivering an outstanding client experience. Based at Progeny’s Ropewalk office in Nottingham – formerly Fiscal Engineers, a firm with a respected track record in high‑net‑worth wealth management – this role acts as a central point of contact for clients, visitors, and colleagues alike. You will provide seamless front‑of‑house service, ensure the smooth running of day‑to‑day office operations, and support our advisers and leadership team in maintaining exceptional service standards. This role is ideal for someone who thrives in a professional, client‑focused environment and enjoys creating a polished, welcoming, and efficient office experience.

Key responsibilities & accountabilities

Provide an efficient, friendly and professional point of contact for clients and enquiries by phone, email and in person.  

Welcome clients and visitors to the office, make drinks and arrange lunch and/or other requirements for meetings.  

Set up and clear meeting rooms for all client, professional or supplier meetings. 

Arrange client meetings internally and externally, including telephoning and emailing clients to arrange these, as well as booking meeting rooms in other locations.  

Plan, prepare, and deliver client events throughout the year. 

Managing the new prospect process in a timely manner, including arranging internal team meetings and preparing Discovery packs  

Monitor client birthdays, anniversaries and special occasions, and arrange gifts as required. 

Office support

Answer incoming telephone calls to redirect to the appropriate member of the team. 

Provision, coordination, and support of day-to-day office duties, i.e. diary management and meeting room bookings.  

Arrange meeting room bookings for team members as required. 

Provide cover when needed for Executive PA 

Support the senior leadership as required. 

Assist with monitoring team birthdays/anniversaries and procure appropriate gifts/cards. 

Adhere to relevant office processes, procedures and policies and be an advocate for the company brand.  

To be first point of contact for all general deliveries. 

Regular upkeep of electronic and paper filing systems, ensuring files are kept tidy and logically organised.  

Data entry on CRM system XPLAN as required. 

Facilities management

Ensure timely provision of all office supplies, stationery, sundries, and equipment. 

Liaising with offsite storage when files are required to be delivered or collected. 

First point of contact for maintenance issues in the office, including arranging service visits, following up on issues, and filing service reports.  

First point of contact for suppliers when visiting the office. 

Coordinating major office works as required. 

Responsible for arranging health and safety training e.g. Fire Warden and First Aider training.  

Completing weekly fire alarm test, fire drills, monthly emergency lights test and monthly water temperature checks. 

Property inspections ensuring compliance with health and safety regulations and appearance of the office to be of the highest standard. 

Arranging keys and programming alarm fobs for new starters 

Use tools effectively

Assisting with maintenance, development and updating of systems and procedures relating to the delivery of client work 

Ensuring you are able, at an advanced level, to use the necessary tools to deliver your work, and able to train others to do so. 

Our Ideal Person

Our ideal person is passionate about delivering exceptional client care and is able to build strong, positive relationships with clients, colleagues, and suppliers. They will thrive in a busy, professional environment, maintaining a calm and organised approach while proactively anticipating needs and taking ownership of their work. With exceptional attention to detail and excellent communication skills, they are able to prioritise effectively and manage a varied workload. They work confidently both independently and as part of a team, bringing adaptability, enthusiasm, and a polished, professional presence. They also understand the importance of confidentiality, are comfortable using MS Office, and are eager to develop advanced proficiency in our systems to support seamless client and office operations.

Desirable Criteria

It would be advantageous if you have experience in a client‑focused role within professional services, particularly where you have supported high‑net‑worth individuals. Previous experience as a Personal Assistant, Office Coordinator or similar administrative role would be beneficial, as would any background in planning or managing events. Familiarity with CRM systems is also desirable, though not essential, as full training can be provided.

Development Opportunities

In this role, you will have opportunities to:

Develop advanced skills in client service, office management, and professional communication.

Build technical proficiency in XPLAN and other operational systems.

Receive training to support others in system use and internal process adherence.

Broaden your understanding of wealth management operations and client journeys.

Take on increasing responsibility for client events, office projects, and facilities coordination.

Support senior leadership and develop into a trusted, go‑to operational team member.

Grow within a firm recognised for its high standards, strong ethical values, and commitment to staff development.

Benefits

30 days holiday plus public holidays

3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you.

Private medical insurance, 24/7 digital GP and health advice

Employee assistance programme providing support for your mental and physical health

Group pension scheme

Life assurance scheme

Eyecare vouchers

Enhanced family leave

Referral scheme

We may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.

About Progeny

We create, enhance, and preserve wealth. 

We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services. We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser. 

At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.