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Team manager, IFA client services manager, Burntisland
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Client:
Location:
Burntisland, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
e2ed7558c385
Job Views:
5
Posted:
02.06.2025
Expiry Date:
17.07.2025
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Job Description:
My client is a highly reputable and well-regarded financial planning firm with regional offices. A new opportunity has become available for an experienced client support manager to join this stable professional firm as they continue to grow. This is an excellent opportunity if you are already working as IFA support with management experience and are looking to progress your career and undertake additional team management tasks or a client services manager looking for a change.
Responsibilities include workflow management, 1:1s and appraisals, day-to-day administration such as processing applications, chasing outstanding information, dealing with external companies, and assisting support staff with workloads. The role involves working alongside advisers, covering both private clients and corporate clients, and helping less experienced staff as needed.
Ideally, candidates will have experience within an IFA or wealth management support role with management experience. Knowledge of various software packages and platforms is required, and pride in delivering high-standard work is essential.
This role offers the opportunity to manage a highly experienced team, participate in workshops, training, and development. In return, you will be a valued part of the practice with a competitive salary and comprehensive benefits. The team is friendly and professional, providing a supportive work environment.
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