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Join an innovative, forward-thinking, and highly successful financial planning company at an exciting stage of expansion. Our client is dedicated to providing an exceptional service to their clients, driven by a commitment to excellence and a passion for financial well-being. As our client continues to grow, they are seeking to recruit an experienced Client Service Manager to join their team who will contribute to their continued success. Position: Client Service Manager Location: Gloucester - Hybrid working - requirement to travel to other offices when needed Reporting to: Head of Client Services Responsibilities: As the Client Service Manager, you will play a pivotal role in leading and managing a team of approximately 10 staff members, including 2 team leaders. Your responsibilities will include: Directly reporting to the Head of Client Services and collaborating closely with other department heads to ensure seamless operations. Overseeing the day-to-day activities of the client services team, ensuring exceptional service delivery and client satisfaction. Providing leadership, guidance, and mentorship to team members to foster a culture of continuous improvement and professional development. Developing and implementing strategies to optimise team performance, efficiency, and effectiveness. Identifying and addressing client service issues in a timely and proactive manner, ensuring resolution and client retention. Monitoring key performance indicators (KPIs) and metrics to track team performance and identify areas for improvement. Contributing to the development and enhancement of client service processes, policies, and procedures. Work closely with Group Compliance to ensure FCA guidance is followed and outcomes are fully compliant with FCA regulations. Requirements: Previous experience working in a similar role as a Manager or Operations Manager within the financial services industry. Proven leadership experience, with the ability to lead, motivate, and develop teams effectively. Strong communication and interpersonal skills, with the ability to build and maintain positive relationships with clients, colleagues, and stakeholders. Excellent problem-solving skills, with the ability to analyse situations, identify solutions, and implement effective resolutions. Sound knowledge of financial services as a whole. Demonstrated ability to thrive in a fast-paced, dynamic environment, with a passion for driving results and achieving goals. Commitment to upholding the highest standards of integrity, professionalism, and ethical conduct. Why Apply: Opportunity to join a rapidly growing company at an exciting stage of expansion. Competitive salary and benefits package, including bonuses and opportunities for career advancement. Dynamic and collaborative work environment, where innovation and creativity are encouraged and valued. Supportive leadership team committed to your success and professional development. Opportunity to make a meaningful impact and contribute to the financial well-being of clients. If you are a driven and experienced Client Service Manager looking to take the next step in your career and join a growing company with numerous opportunities for advancement, we want to hear from you!
Business Manager Management Our client is seeking an experienced Office Manager/Business Manager to be accountable for all administration of their four business units ensuring efficiency and overseeing administrative activities that facilitate the smooth running of the office environment, supervising the business administrator, organising people, information and resources. Administration overview The successful candidate will be responsible for leading the administration of the four business units. Commercial, IT & Op's, Finance and HR and the management of Quality Control, Quality Assurance of ISO27001 & ISO9001 framework. You will be responsible for policy, process and control implementation, monitoring and adherence using the Policy, Process and Control spreadsheet, including document control (formatting, version control, filing and maintenance). You will also be responsible for the Health & Safety Policy and supporting processes and controls as well as supporting the Monthly Management and Board Meetings by taking minutes, and ensuring information is prepared and accurate ahead of reporting requirements for the meetings. The role will also include the management of Onboarding and Offboarding of Internal and External resources. You will be responsible for Office Environment management and Client Relationship Management (CRM) maintenance. Commercial You will minute the Monthly Management meeting and manage the Management Action Log, sense check and proofread commercial proposals, final reports, business and marketing literature and manage the Commercial administration through the engagement lifecycle. You will be reporting CRM and manage and support internal and external events to include webinars, exhibitions and client meetings. IT & Op's This will include the management of ISO framework and reporting, management of MS Dynamics System implementation and point of contact for Go Live (super user) as well as management of key suppliers. Finance / procurement You will support the Finance Manager including the administration of Accounts Payable and record keeping. HR This part of the role will include the management of Onboarding and Offboarding of Internal and External resources, management of the Health & Safety Policy and supporting processes and controls and management of the Business Administrator & Self Additional duties Fire Marshall - (training provided) First Aider - (training provided) Health and Safety Manager (training provided) Skills You will be reliable and discrete as you will often deal with confidential matters. You will have a growth mindset and be intellectually curious always and everywhere. You will have excellent organisational and time management skills as well as attention to details and strong IT, administrative, research and management reporting skills. You will have a strong knowledge of Microsoft Office Suite (Word, PowerPoint, Excel, Outlook, SharePoint) and Pipedrive and Quickbooks an advantage. You will have excellent interpersonal, oral and written communication skills with the ability to converse at senior level and strong negotiation and relationship building skills. Project management skills are also required. Monday - Friday, 9am - 5.30pm and office based. £50.000P.A.
Join an innovative, forward-thinking, and highly successful financial planning company at an exciting stage of expansion. Our client is dedicated to providing an exceptional service to their clients, driven by a commitment to excellence and a passion for financial well-being. As our client continues to grow, they are seeking to recruit an experienced Client Service Manager to join their team who will contribute to their continued success. Position: Client Service Manager Location: Bath - Hybrid working - requirement to travel to other offices when needed Reporting to: Head of Client Services Responsibilities: As the Client Service Manager, you will play a pivotal role in leading and managing a team of approximately 10 staff members, including 2 team leaders. Your responsibilities will include: Directly reporting to the Head of Client Services and collaborating closely with other department heads to ensure seamless operations. Overseeing the day-to-day activities of the client services team, ensuring exceptional service delivery and client satisfaction. Providing leadership, guidance, and mentorship to team members to foster a culture of continuous improvement and professional development. Developing and implementing strategies to optimise team performance, efficiency, and effectiveness. Identifying and addressing client service issues in a timely and proactive manner, ensuring resolution and client retention. Monitoring key performance indicators (KPIs) and metrics to track team performance and identify areas for improvement. Contributing to the development and enhancement of client service processes, policies, and procedures. Work closely with Group Compliance to ensure FCA guidance is followed and outcomes are fully compliant with FCA regulations. Requirements: Previous experience working in a similar role as a Manager or Operations Manager within the financial services industry. Proven leadership experience, with the ability to lead, motivate, and develop teams effectively. Strong communication and interpersonal skills, with the ability to build and maintain positive relationships with clients, colleagues, and stakeholders. Excellent problem-solving skills, with the ability to analyse situations, identify solutions, and implement effective resolutions. Sound knowledge of financial services as a whole. Demonstrated ability to thrive in a fast-paced, dynamic environment, with a passion for driving results and achieving goals. Commitment to upholding the highest standards of integrity, professionalism, and ethical conduct. Why Apply: Opportunity to join a rapidly growing company at an exciting stage of expansion. Competitive salary and benefits package, including bonuses and opportunities for career advancement. Dynamic and collaborative work environment, where innovation and creativity are encouraged and valued. Supportive leadership team committed to your success and professional development. Opportunity to make a meaningful impact and contribute to the financial well-being of clients. If you are a driven and experienced Client Service Manager looking to take the next step in your career and join a growing company with numerous opportunities for advancement, we want to hear from you!