Client Services Manager

Recruiter
Reed
Location
Bournemouth
Posted
15 Apr 2019
Closes
21 May 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

My client is a award winning Financial Services and Accountancy Practice located on the South Coast who are recruiting for a Client Services Manager within the Financial Planning arm of the business. My client provides holistic financial planning with a team of reputable chartered financial advisers servicing the South.

My client is seeking an individual who is Diploma qualified or working towards who has experience working within a Senior IFA Administration or a Paraplanner role where they have been managing client accounts/ relationships. Knowledge of systems Intelligent Office would be advantageous.

Role…

Ensure all new business is processed in a timely and effective manner

To provide support to the Financial Advisers and clients being th key contact between the client, financial advisers and financial services product providers

Ensure all suitability reports prepared are of an excellent standard and issued within regulatory guidelines

Ensuring Intelligent Office is updated daily

Skillset…

Withold the Diploma in Financial Planning or be working towards

Lead by example

Have experience managing client relationships

Be motivating and encouraging in personal development

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