Location
Cardiff
Salary Competitive TypePermanent WorkplaceOn-Site Ref88908
Recruiter Managing This Role
Client Service Manager Key Responsibilities
This role plays a central part in supporting Financial Planners and ensuring clients receive a high standard of service.
Core Responsibilities:
1. Act as the main point of contact for clients, handling calls, emails, and in-person meetings.
2. Organise and prepare client meetings, including documentation, reports, and valuations.
3. Maintain accurate client files and back-office systems in line with compliance requirements.
4. Liaise with clients, providers, and advisers to progress new business and ongoing servicing.
5. Manage the Annual Review process, ensuring all client packs and follow-up actions are completed.
6. Support wider business functions, including events, communications, and general office administration.
7. Contribute to team meetings and provide regular management updates.
The role offers:
8. A varied position within a professional financial planning firm.
9. Direct client interaction alongside operational support.
10. The chance to take ownership of client servicing and play a key role in the firms success.