Job Description
Client Services Manager
Location: Remote
Salary: £38,000 – £45,000
Reference: 10232
A boutique financial planning firm based in East London is looking to hire an experienced Client Services Manager or Senior Financial Planning Administrator to become a key operational support within the business.
The firm has a clear growth trajectory, within the next four years, while maintaining a small, high-quality team.
This role offers the opportunity to become the operational backbone of the firm, supporting the adviser and helping ensure the business runs efficiently behind the scenes.
The Role
You will play a central role in managing client administration and ensuring smooth operational processes across the business.
Key responsibilities include:
* Managing the client onboarding process from fact find through to implementation
* Handling platform administration including pensions, ISAs, GIAs and drawdown
* Managing Letters of Authority (LOAs) and provider follow-ups
* Preparing annual review documentation and implementation packs
* Maintaining CRM records and workflow processes
* Ensuring the adviser’s time is focused on client advice rather than administration
About You
We are looking for someone who takes ownership of processes and enjoys keeping things running smoothly.
Ideally you will have:
* 4–8+ years’ experience within an IFA or financial planning firm
* Strong knowledge of platforms such as Transact, AJ Bell or Quilter
* Experience managing multiple providers and product types
* Excellent organisation skills and strong attention to detail
* A proactive mindset and the ability to anticipate adviser needs