Client Support Manager (Wealth Management)

We are proud to be supporting a leading national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of a Client Support Manager to help support the leadership, development and growth of their successful team of paraplanners and administrators.

Responsibilities:

• Providing first class leadership to the administration and operational teams.
• Oversee day-to-day office operations, ensuring all administrative activities run smoothly
• Ensure client records and back office systems are updated, ensuring data accuracy and confidentiality
• Manage and prioritise workloads ensuring a smooth and efficient operation, in particular during busy periods.

Experience:

• Candidates need to have proven managerial or supervisory experience within a wealth management or financial services environment.
• You will have demonstrable experience managing administration and / or paraplanning teams
• A working knowledge of Intelligent Office (IO) or similar client management systems (CRM) is desirable.
• You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills.

In return our client is looking to offer a competitive basic salary as well as an excellent benefits package including bonus, enhanced pension, and plenty of opportunities for career progression and support with professional development / qualifications.