Job Description
✨ We’re Hiring: Operations & Client Services Manager
📍 Haywards Heath
💼 Up to £40,000 + brilliant benefits
W are looking for an experienced Operations & Client Services Manager to become the steady pair of hands that keeps a busy financial services firm running like clockwork. If you’re the person everyone relies on… the one who spots problems before they become problems… and you genuinely love building smooth, efficient processes — this is your perfect next step.
💼 The Role
Reporting directly to the Managing Director, you’ll lead an admin and client service function, support advisers and paraplanners, and ensure the back-office operations are watertight as the business continues to scale. You’ll manage and develop a small team, refine and implement procedures, and keep the whole operation running efficiently — all while ensuring clients receive an exceptional experience.
⭐ What You’ll Be Doing
Financial Services Administration
- Supporting advisers and paraplanners across all financial planning activities
- Maintaining client data and back-office systems (Enable experience highly desirable)
- Preparing letters, valuations, templates, reports and client review packs
- Managing adviser diaries and ensuring me...