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Client Services Manager role: Offering a flexible working environment, including options for hybrid work, a 9-day fortnight scheme, 30 days of annual leave plus bank holidays, and professional development support.
About Our Client:
Our client is a trusted financial advisory firm committed to providing personalised wealth management solutions. They specialise in delivering tailored financial planning services, including: Wealth Management, Estate Planning, Trust Services and Investment Advisory.
They foster a collaborative work environment and value professional growth, ensuring their employees are equipped with the tools and support needed to excel.
Package Details:
The successful candidate will receive a salary of £23,000-£28,000 Per Annum
Other benefits include:
• Flexible working options (after probation).
• A 9-day fortnight scheme (work nine days out of ten, with every other Friday off).
• 30 days annual leave plus bank holidays.
• Professional development support, including exam sponsorship.
Duties and Responsibilities:
Your duties will include but not be limited to:
Administrative Support:
• Prepare and process client documentation, forms, and agreements.
• Manage accurate and up-to-date client records using CRM systems.
• Schedule and coordinate client meetings for advisors.
Client Service:
• Serve as the first point of contact for client inquiries, ensuring friendly and professional communication.
• Prepare reports, valuations, and summaries for client reviews.
Compliance & Data Management:
• Ensure all client files comply with Financial Conduct Authority (FCA) regulations.
• Conduct Anti-Money Laundering (AML) and Know Your Client (KYC) checks.
Coordination & Communication:
• Liaise with product providers and financial institutions to resolve queries.
• Support financial advisors in research and analysis of financial products.
Process Improvement:
• Contribute to improving company procedures and systems for efficiency.
Skills and Qualifications:
Essential:
• Strong administrative skills and attention to detail.
• Proficiency in CRM systems and Microsoft Office Suite. • Excellent verbal and written communication skills.
• Ability to prioritise workloads in a fast-paced environment.
Preferred:
• Knowledge of financial products, platforms, and services (e.g., pensions, ISAs, investments).
• Experience in an IFA or financial services environment.
Experience required: Experience in an IFA or financial services environment.
