They are responsible for managing relationships with independent financial advisers whilst processing portfolio instructions within agreed timescales.
Our Client Service Managers are the engine of our business.
This role is perfect for someone who thrives in a fast-paced environment, has experience in corporate customer service and takes pride in 'getting things right the first time'.
Warner Scott are representing a mid-market professional services firm who are looking to add a Financial Services (FS) focussed Director/Partner to their Transaction Services function.
The firm has experienced stable growth over the past couple of years, and are now in a strong position to bring in a senior professional to develop an FS advisory function.
This is an excellent opportunity for an experienced corporate finance professional looking to join a firm with consistent and robust growth.
Excellent benefits: 26 days annual leave plus wellbeing days, bonus, contributory pension, private healthcare, life insurance, season ticket loan, career & qualification development
Working 8am-4pm, 9am-5pm or 10am-6pm 5 days per week, Monday-Saturday, working twice a month on Saturdays with a day off during the week
Hybrid role 3 days in the office and 2 days working remotely
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Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.