Job Title: Client Services Manager
Industry: Financial Planning
Location: Stafford
Salary: £25,000 - £35,000
Job Reference: 9101
Job Description:
Recruit UK is working on an excellent opportunity for a Client Services Manager near Stafford to join an Independent Financial Advice practice.
This company ensure their clients make sense of their options and ensure they have security as well as freedom. They are an ethical financial planning company and have their clients at the forefront of what they do.
They are currently looking to bring on a Client Services Manager to join their existing team in their office in Stafford due to continued success and growth. This is an excellent opportunity and new challenge for an experienced Client Services Manager, to join a well-established financial planning practice.
Duties as a Client Services Manager will involve, but not be limited to:
- Preparing client packs for annual planning meetings, new client meetings etc.
- Processing new business
- Answering calls and dealing with third-party queries
- Preparing valuations and contacting providers for updated
- Manage adviser diaries and booking client meetings accordingly
- Updating the CRM
- File preparation and filing
- And much more
What's in it for you?
- Salary negotiable dependent on skills and experience up to £35,000
- 20 days holiday plus bank holidays (with additional leave for Christmas and your birthday off)
- Holiday also increases after time served
- Pension contribution
- Private medical and DIS
- Bonus scheme
- Study and exam support
- Volunteering options
Skills and experience required:
- Previous experience working in financial services
- Microsoft office exposure
- Ability to work well under pressure
- Ability to build strong relationships with clients
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with an Independent Financial Advice firm based near Stafford on a Client Services Manager role.
Our commitment to you:
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the job market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.