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Team manager, IFA client services manager, Edinburgh
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Client:
Location:
Edinburgh, United Kingdom
Job Category:
Customer Service
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EU work permit required:
Yes
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Job Reference:
243f89d978bb
Job Views:
9
Posted:
29.04.2025
Expiry Date:
13.06.2025
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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 seeking a change.
The duties will include workflow management, 1:1s and appraisals, day-to-day administration such as processing applications, chasing outstanding information, dealing with external companies, and assisting other support staff with workloads. You will work alongside your adviser, covering both private client and corporate sectors, and help less experienced staff as required.
Ideally, you will have experience working within another IFA or in the wealth management sector in a support role with management experience. Knowledge of various software packages and platforms is essential, and you should take pride in delivering high standards of work.
This is a great opportunity to manage a highly experienced team, with involvement in workshops, training, and development opportunities.
In return, you will be a valued part of the practice, with a competitive basic salary and comprehensive benefits. The team is warm, and the office environment is friendly yet professional.
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