Cranleigh Personnel
Stansted
Full Time
Permanent
£30,000 - £40,000 Per Annum
Job Title: Client Services ManagerLocation: Stansted Mountfitchet - With Monday and Fridays from homeSalary: £30,000 - £45000 DOE
About the Opportunity
We're working on behalf of a highly respected, whole-of-market financial planning firm to recruit a Client Services Manager. This is a fantastic opportunity for someone who is passionate about client care and wants to take ownership of the client journey in a business that truly values relationship-building and personalised service.
Our client is known for delivering holistic financial advice and for cultivating long-term relationships with their clients. The Client Services Manager will play a key role in supporting this, working closely with the lead adviser to ensure the delivery of a first-class experience across every stage of the client journey.
The Role
This is a relationship-focused role ideally suited to someone from an IFA administration or junior paraplanning background who is looking to step into a more client-facing position whilst also keeping technical administrative duties as well.
You'll be involved in all aspects of the annual review process, including valuations, meeting preparation, documentation, and follow-ups. You'll also attend client meetings alongside the adviser, ensuring actions are tracked and clients feel fully supported. While this role doesn't involve research, it will include preparing basic suitability reports and assisting in day-to-day client servicing.
This is a perfect position for someone who enjoys client engagement, wants to develop their advisory skills, and thrives in a close-knit, collaborative team environment.
Key Responsibilities:
The Ideal Candidate:
This Role Would Suit:
Anyone looking for a role that can grow into advice down the line, due to the companies expansions plans over the next 5 years, that move through to advice will be supported, and this is a perfect role for developing those soft skills.
Benefits Include:
Cranleigh Personnel
Stansted
Full Time
Permanent
£30,000 - £40,000 Per Annum