Client Services Manager
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.
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
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