Client Services Manager

Our client, a thriving financial planning firm, is looking for an organised and competent Client Services Manager to join their Service Delivery team. This is an exciting opportunity to join a busy team where client service is at the heart of everything while contributing to the working culture and development of the practice.

Your role as a Client Services Manager will be to support the Financial Planner and ensure we deliver high quality service and advice to clients. Working as part of a team you will ensure clients enjoy an excellent customer experience.

Manage client relationships and delivery of advice

• Supporting the Financial Planner in preparing solutions to present to clients and keeping them informed of any client queries.
• Keeping clients up to date and ensure that completion of reports and advice is delivered timely and accurately.
• Organising the implementation process of new clients using a variety of IT systems and investment platforms.
• Submitting paperwork, assist clients with completing forms, executing fund switches, top ups, withdrawals and inter-plan transfers.
• Keeping up to date with the industry and the range of products and services offered.

Administration of reports, forms and files

• Work closely with the Paraplanner and the Client Review Coordinator in managing workloads including record keeping, advice delivery and dealing with internal and external parties.
• Having a sound knowledge of the Annual Review process.
• Drafting suitability reports, producing illustrations, gathering documentation and completing product, plan and fund research.
• Understanding compliance file checking including life cycles, fact finds, record keeping, client risk profiles and client due diligence.
• Taking ownership and accountability of making sure client data and information is correct.

We are looking for candidates who are highly organised and have the capability to plan and prioritise assignments in a busy environment. You will be an effective link between the client and their Financial Planner, hence excellent interpersonal skills and communication skills are essential.

Key Skills:

• Communication skills; strong written and spoken English.
• Organisational skills; able to manage the workload efficiently and be able to achieve results.
• Interpersonal skills; proactive, confident and able to build effective relationships.
• Time management skills; able to handle deadlines and pressure.
• Excellent attention to detail.
• Excellent IT skills and proficient in Microsoft Office Products
• An understanding of the financial services industry and the financial planning process.

Personal Qualities: Responsible, Considerate and Dedicated

• Driven by a personal sense of integrity.
• Upholds quality standards and takes ownership of work.
• Reliable and trustworthy and treats confidential information with discretion.
• Nurtures teamwork and productive relationships.
• Has care and concern for others, including clients, colleagues and our local community.
• Displays resilience and able to deal with changing priorities.
• Hardworking and diligent.
• A problem solver and not afraid to take on a challenge.
• Willing to learn new skills to develop within the team and help others.

Desirable Qualification or Experience

• Minimum 3 years in a similar role within a financial planning firm or related organisation.

Sounds interesting? Get in touch with us for more information.