Client Management Team
The Engine Room
Our Client Management team are the beating heart of Southcote. Francesca and Adam are the perfect blend of intellect, efficiency and quality. We call this the engine room.
Our Client Management team are responsible for the day to day running of client enquiries, arranging meetings, ensuring the logistical and implementational elements of advice are completed.
They each have specialisms that are vital in your advice journey.
They are both based in our head office and are always willing to lend a helping hand to our clients, new enquiries, introducers and advisers alike.
Vacancy - Apprenticeship
We're looking for a future star of financial services administration