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Petersfield
Financial planner
Client Servicing Manager

Client Servicing Manager

Dynamite Recruitment Solutions Ltd

Posted 8 hours ago, valid for 10 days

Petersfield, Hampshire GU32 3QD, England

£40,000 - £48,000 per annum

Full Time

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Sonic Summary

Dynamite Recruitment is seeking a Client Servicing Manager for a reputable Financial Planning Firm in Petersfield.
The role involves client communication, administration, and supporting advisors with client servicing activities.
Candidates should have previous experience in the financial services industry and strong communication skills.
The salary for this position ranges from £26,000 to £32,000, depending on experience.
Opportunities for internal progression and professional development are available.

Dynamite Recruitment are proud to be recruiting on behalf of a very reputable Financial Planning Firm, on the recruit of a Client Servicing manager to join the team.This role will involve liaising with clients, colleagues and providers. You will be responsible for client communication and administration. The person in this role will have strong communication skills, Financial Planning knowledge and transferable skills. The person behind the CV is the most important.Duties include:

Answering client queries via phone and email.
Updating and maintaining the back office database system.
Completing appropriate meeting preparation and booking into Advisors diaries.
Actioning meeting notes provided by the adviser.
Process new business applications and business submissions.
Support the advisers on client servicing activities.
Preparation and follow up on regular client reviews.

Experience and skills desired:

Previous experience in the financial Services industry
Excellent communication skills, verbal and written
Professional manner and fantastic values
Computer literate
Excellent eye to detail

If desired, there is plenty of progression opportunities available internally as well as exam support and professional development opportunities Petersfield£26,000 - £32,000 DOEFor more details please contact Tegan Walsh at Dynamite Recruitment

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Client Servicing Manager

Financial Planner

Financial Planner

Financial Planner