Location
Preston Brook
Salary £30000 - £35000 TypePermanent WorkplaceOn-Site Ref89802
Client Services Manager
An established financial planning firm is seeking a Client Services Manager for a 12?month fixed?term contract to cover maternity leave. There is potential for the role to become permanent following the completion of the contract period.
The successful candidate will play a key role in supporting the client service function, nurturing existing client relationships and helping create opportunities to develop new professional connections. This role requires strong organisational ability, proactive workflow management, and a commitment to delivering a first?class client service.
Key Responsibilities
1. Liaising directly with clients to maintain high service standards
2. Communicating with insurance companies, platform providers, and professional connections
3. Maintaining accurate records and audit trails within internal IT systems
4. Arranging client meetings and handling front?of?house duties
5. Managing the regular client review process, monitoring due dates, and preparing all required documentation
6. Producing client valuations
7. Preparing invoices, monitoring fee agreements, and chasing outstanding payments
8. Processing new business, fund switches, rebalancing, withdrawals, and portfolio transactions
9. Managing and settling client death claims
10. Completing all required post?review actions accurately and promptly
Working Pattern
11. MondayFriday, 9am5pm
12. Every other Friday operates on an 8am4pm schedule
13. Hybrid working available: 3 days office / 2 days from home
Key Relationships
The role requires building strong, positive working relationships with:
14. Clients
15. Colleagues across the business
16. Third?party providers
Skills, Knowledge & Experience
17. Strong client service ethos and a can?do approach
18. Ability to deliver tasks on time and to a high standard
19. Commercial awareness to identify opportunities that support business objectives
20. Ability to manage workload independently while keeping management informed
21. Confident using financial planning platforms and systems, ideally with experience in: Wrap/platform systems Back?office financial planning software Risk profiling tools Cashflow planning tools