The key focus of this role is to lead a team of Client Service Managers who provide day-to-day support to financial advisers.
You will ensure that the client is at the forefront of everything that you do, driving our service through efficiency and accuracy, whilst developing the skills and competencies of your direct reports.
We are pleased to share an exciting opportunity to join our Client Operations department as a Regional Client Operations Manager.
We are keen to speak with recent graduates with an interest in Financial Services to join us as a Graduates Consultant.
This is an exciting opportunity to be working with one of our global Financial Services firms based in the City of London on a initial 6 months contract with the possibility to extend.
This is to support the Operational Remediation project.
We are currently recruiting for a Financial Planning firm in London who are looking to recruit a Client Services Manager to join their team.
They are looking to recruit a well-organised, enthusiastic, and experienced Client Services Manager to join their wealth management firm, which delivers high quality financial and investment advice to individuals in the professional services industry.
This role will involve overseeing 2 IFA Administrators and also doing the administration work.
The team are responsible for a variety of tasks from updating financial adviser's details to coordinating networking events.
Sales Support provides assistance to both the regionally based Transact Business Development Managers as well as our financial advisers.
Our Sales Support team is a key part of the quality service we provide to our clients and due to growth, we are now looking for an administrator to join the team.
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.
Today, Risk Implementations handle multi-asset risk products, which include MARS Front Office Risk, Market Risk, Credit Risk, Counterparty Risk, Hedge accounting and Collateral management.
For Multi-Asset Risk System (MARS) and Portfolio Risk Analytics (PORT) products, we partner with Sales and Account Management throughout the sales process to guarantee the solution is a fit for our client's needs.
The Risk Implementation Team provides our clients outstanding service in scoping, deployment, and integration of our solutions within the framework of their existing businesses.
In order to continue providing excellent service to their clients, we are seeking a Client Services Manager to join an existing team.
In this key role, you will act as the primary point of contact, ensuring that client needs are met, investment portfolios are monitored, and service levels are maintained to the highest standard.
Fram Search is working with a leading boutique asset management firm, specializing in delivering tailored investment solutions to institutional clients.