Client Services Manager

Financial planning - Portsmouth, South East England

Ref: 807Friday 15 July 2022

£22,000 - £28,000

I am working with a leading, local Wealth Management firm, with a fantastic reputation down to their high quality and personal approach to financial planning. 

The firm in question are looking to add a Client Services Administrator to the team, to provide high quality support to the firm's Financial Advisers to ensure their clients are serviced with the utmost attention. 

Main duties; 

Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews. 
Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner. 
Liaise with providers and other 3rd parties, to obtain any information that may be needed. 

To be considered for this role, ideally you will hold: 

Experience within the Financial Services industry 
Exceptional client service skills, with a genuine interest in helping clients achieve their goals 
Willingness to learn and develop your skills and knowledge 

If you would like to be considered for this role, please apply and one of our consultants will be in touch! 

Cookies on this website
We to ensure that we give you the best experience on our website. If you wish you can restrict or block cookies by changing your browser setting. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website.