Client Services Manager

Tate; North Hertfordshire; Hybrid; GBP 35,000 - 40,000; Full time

Job summary

A growing IFA firm is seeking an experienced Client Services Manager to join a dynamic team. In this role, you will handle client communication, prepare documentation, and maintain accurate files in a fast-paced environment. Candidates should have at least two years' experience in financial services, a strong understanding of investment and pension processes, and proficiency with CRM systems. The role is hybrid, requiring three days in the office and two from home, with a salary range of £35,000–40,000.

Qualifications

• At least two years' experience in an IFA or financial services environment.
• Strong understanding of ISA, investment and pension processes.
• Confidence using CRM and back-office systems is essential.
• Proficiency in Microsoft Office required.

Responsibilities

• Client communication and handling queries promptly and professionally.
• Preparing recommendation documentation and valuation reports.
• Maintaining accurate and compliant client files.
• Processing new business, fund switches, and withdrawals.
• Submitting and tracking Letters of Authority and liaising with providers.
• Managing adviser workflows and supporting operational tasks.

Skills

Experience in an IFA or financial services environment

Understanding of ISA, investment and pension processes

Confidence using CRM and back-office systems

Proficiency in Microsoft Office

Excellent organizational skills

Attention to detail

Job description

Client Services Manager

£35,000-40,000

Full time hybrid 3 days in office 2 from home

Hertford

Permanent

A growing IFA firm is seeking an experienced IFA Administrator to join a dynamic team where your expertise will directly shape client experience and operational excellence. This role offers the chance to make a measurable impact by ensuring smooth processes and compliance in a fast‑paced financial environment.

Your main responsibilities will include :

• Client communication and handling queries promptly and professionally
• Preparing recommendation documentation and valuation reports
• Maintaining accurate and compliant client files
• Processing new business, fund switches and withdrawals
• Submitting and tracking Letters of Authority and liaising with providers
• Managing adviser workflows and supporting operational tasks

Skills / experience :

You will bring at least two years' experience in an IFA or financial services environment, with a strong understanding of ISA, investment and pension processes. Confidence using CRM and back‑office systems is essential, along with proficiency in Microsoft Office. Excellent organisational skills and attention to detail will help you thrive in this role.

If you are an experienced Administrator from Financial Services, looking for a company that will provide growth and development – then please do apply!

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.