Financial Planning Client Service Manager

Deerfoot I.T. Resources Ltd

Posted on Oct 8, 2024 by Deerfoot I.T. Resources Ltd
City, London, United Kingdom
Accountancy
Immediate Start
£60k - £90k Annual
Full-Time

Financial Planning Client Service Manager (Financial/Wealth)

Location: Mayfair, London
Salary: £60,000 - £90,000 (negotiable, depending on experience)
Work Schedule: 3 days in-office, 2 days remote

Why Join Us?

Are you passionate about providing exceptional client service in the world of wealth management? We are a prestigious firm located in Mayfair, London, and we're searching for a talented Client Service Manager to join our team. This is an exciting opportunity to play a pivotal role in supporting our financial planners, building lasting client relationships, and ensuring top-tier service delivery. We are keen to see candidates from the Wealth Management sector.

Key Benefits:

  • Competitive Salary: £60,000 - £90,000 (DOE)
  • Discretionary Bonus & Share Options
  • Pension Scheme
  • 25 Days Annual Leave + Bank Holidays
  • Opportunities for Professional Development and Qualifications

Your Role:

As a Client Service Manager, you will be the cornerstone of our client relationship management and service delivery. You'll be ensuring client satisfaction, supporting financial planners, and managing a small team of administrators.

Key Responsibilities:

  • Client Relationship Management: Be the first point of contact, nurture strong client relationships, and address their queries with efficiency and care.
  • Service Delivery: Ensure all client service activities and reports are delivered accurately and on time.
  • Support for Financial Planners: Assist in meeting preparation, documentation, and the execution of financial plans.
  • Administrative Management: Maintain up-to-date client records and ensure processes meet regulatory standards.
  • Team Leadership: Mentor a team of administrators, driving efficiency and professional growth within your team.

About You:

We are looking for a professional with strong interpersonal skills, a methodical and organised mindset, and a passion for client service. Ideal candidates should have experience in financial planning or wealth management and the ability to foster trust and confidence with clients.

Skills & Experience:

  • Proficiency in Microsoft Office and financial planning software (eg, IO, Defaqto)
  • Strong communication skills, both written and verbal
  • Leadership experience, capable of mentoring a team
  • Understanding of financial products and compliance requirements
  • Understanding and adhering to the Financial Conduct Authority Tier 1 Conduct Rules
  • Maintaining sufficient knowledge on regulatory matters relevant to own role and tasks (these will be explained during your induction and ongoing training & development)
  • Correctly identifying and escalating issues to the Money Laundering Reporting Officer/Compliance Oversight/Financial Planner, or management when necessary
  • Abide by the FCA Individual Conduct rules.

Qualifications:

  • Relevant financial planning certifications (eg, CII)
  • 5+ years in a financial planning or similar role
  • Desirable: Bachelor's degree in Finance, Accounting, Economics, or a related field

Who We're Looking For:

  • A dedicated client advocate, delivering high-quality service
  • A natural leader who motivates and inspires confidence
  • A problem-solver who thrives on finding solutions
  • Someone with a positive and engaging personality

Apply today to join a dynamic and professional environment where you can make a real difference to our clients' financial journeys!

If this role isn't the right fit for you, we have a fantastic candidate referral reward program in place. We offer payouts at both interview and placement milestones. For further details, please visit our website.

Deerfoot Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.


Reference: 2834239193

https://jobs.careeraddict.com/post/96027002

This Job Vacancy has Expired!

Deerfoot I.T. Resources Ltd

Financial Planning Client Service Manager

Deerfoot I.T. Resources Ltd

Posted on Oct 8, 2024 by Deerfoot I.T. Resources Ltd

City, London, United Kingdom
Accountancy
Immediate Start
£60k - £90k Annual
Full-Time

Financial Planning Client Service Manager (Financial/Wealth)

Location: Mayfair, London
Salary: £60,000 - £90,000 (negotiable, depending on experience)
Work Schedule: 3 days in-office, 2 days remote

Why Join Us?

Are you passionate about providing exceptional client service in the world of wealth management? We are a prestigious firm located in Mayfair, London, and we're searching for a talented Client Service Manager to join our team. This is an exciting opportunity to play a pivotal role in supporting our financial planners, building lasting client relationships, and ensuring top-tier service delivery. We are keen to see candidates from the Wealth Management sector.

Key Benefits:

  • Competitive Salary: £60,000 - £90,000 (DOE)
  • Discretionary Bonus & Share Options
  • Pension Scheme
  • 25 Days Annual Leave + Bank Holidays
  • Opportunities for Professional Development and Qualifications

Your Role:

As a Client Service Manager, you will be the cornerstone of our client relationship management and service delivery. You'll be ensuring client satisfaction, supporting financial planners, and managing a small team of administrators.

Key Responsibilities:

  • Client Relationship Management: Be the first point of contact, nurture strong client relationships, and address their queries with efficiency and care.
  • Service Delivery: Ensure all client service activities and reports are delivered accurately and on time.
  • Support for Financial Planners: Assist in meeting preparation, documentation, and the execution of financial plans.
  • Administrative Management: Maintain up-to-date client records and ensure processes meet regulatory standards.
  • Team Leadership: Mentor a team of administrators, driving efficiency and professional growth within your team.

About You:

We are looking for a professional with strong interpersonal skills, a methodical and organised mindset, and a passion for client service. Ideal candidates should have experience in financial planning or wealth management and the ability to foster trust and confidence with clients.

Skills & Experience:

  • Proficiency in Microsoft Office and financial planning software (eg, IO, Defaqto)
  • Strong communication skills, both written and verbal
  • Leadership experience, capable of mentoring a team
  • Understanding of financial products and compliance requirements
  • Understanding and adhering to the Financial Conduct Authority Tier 1 Conduct Rules
  • Maintaining sufficient knowledge on regulatory matters relevant to own role and tasks (these will be explained during your induction and ongoing training & development)
  • Correctly identifying and escalating issues to the Money Laundering Reporting Officer/Compliance Oversight/Financial Planner, or management when necessary
  • Abide by the FCA Individual Conduct rules.

Qualifications:

  • Relevant financial planning certifications (eg, CII)
  • 5+ years in a financial planning or similar role
  • Desirable: Bachelor's degree in Finance, Accounting, Economics, or a related field

Who We're Looking For:

  • A dedicated client advocate, delivering high-quality service
  • A natural leader who motivates and inspires confidence
  • A problem-solver who thrives on finding solutions
  • Someone with a positive and engaging personality

Apply today to join a dynamic and professional environment where you can make a real difference to our clients' financial journeys!

If this role isn't the right fit for you, we have a fantastic candidate referral reward program in place. We offer payouts at both interview and placement milestones. For further details, please visit our website.

Deerfoot Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.

Reference: 2834239193

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