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Financial Planning Client Service Manager (Financial / Wealth)
Location: Mayfair, London
Salary: £60,000 - £100,000 (negotiable, depending on experience)
Work Schedule: 3 days in-office, 2 days remote
Why Join Us?
Are you passionate about providing exceptional client service in the world of wealth management? We are a prestigious firm located in Mayfair, London, and we're searching for a talented Client Service Manager to join our team. This is an exciting opportunity to play a pivotal role in supporting our financial planners, building lasting client relationships, and ensuring top-tier service delivery. We are keen to see candidates from the Wealth Management sector.
Key Benefits:
- Competitive Salary: £60,000 - £100,000 (DOE)
- Discretionary Bonus & Share Options
- Pension Scheme
- 25 Days Annual Leave + Bank Holidays
- Opportunities for Professional Development and Qualifications
Your Role:
As a Client Service Manager, you will be the cornerstone of our client relationship management and service delivery. You'll be ensuring client satisfaction, supporting financial planners, and managing a small team of administrators.
Key Responsibilities:
- Client Relationship Management: Be the first point of contact, nurture strong client relationships, and address their queries with efficiency and care.
- Service Delivery: Ensure all client service activities and reports are delivered accurately and on time.
- Support for Financial Planners: Assist in meeting preparation, documentation, and the execution of financial plans.
- Administrative Management: Maintain up-to-date client records and ensure processes meet regulatory standards.
- Team Leadership: Mentor a team of administrators, driving efficiency and professional growth within your team.
About You:
We are looking for a professional with strong interpersonal skills, a methodical and organised mindset, and a passion for client service. Ideal candidates should have experience in financial planning or wealth management and the ability to foster trust and confidence with clients.
Skills & Experience:
- Proficiency in Microsoft Office and financial planning software (e.g., IO, Defaqto)
- Strong communication skills, both written and verbal
- Leadership experience, capable of mentoring a team
- Understanding of financial products and compliance requirements
- Understanding and adhering to the Financial Conduct Authority Tier 1 Conduct Rules
- Maintaining sufficient knowledge on regulatory matters relevant to own role and tasks (these will be explained during your induction and ongoing training & development)
- Correctly identifying and escalating issues to the Money Laundering Reporting Officer/Compliance Oversight/Financial Planner, or management when necessary
- Abide by the FCA Individual Conduct rules.
Qualifications:
- Relevant financial planning certifications (e.g., CII)
- 5+ years in a financial planning or similar role
- Desirable: Bachelor's degree in Finance, Accounting, Economics, or a related field
Who We're Looking For:
- A dedicated client advocate, delivering high-quality service
- A natural leader who motivates and inspires confidence
- A problem-solver who thrives on finding solutions
- Someone with a positive and engaging personality
Apply today to join a dynamic and professional environment where you can make a real difference to our clients' financial journeys!
Deerfoot IT Resources Ltd is acting as an Employment Agency in relation to this vacancy.
