Client Services Manager

Burton Recruitment Limited; Preston; On-site; GBP 36,000 - 48,000; Full time

Job summary

Burton Recruitment Limited's client, a Boutique Wealth Management Practice in the Preston area, is seeking an ambitious Client Services Manager to join a growing team on a permanent basis. You will work alongside Financial Planners and Paraplanners to analyse client arrangements, research solutions, model cashflows and prepare recommendation reports for advisers to present.

The role requires excellent administrative skills, the ability to work under pressure, and prior experience in wealth

Qualifications

• Previous experience within Wealth Management, wealth management administration or Financial Services is required

Responsibilities

• To provide efficient administration, to assist the Advisers in the procurement and processing of new business and the servicing of existing clients.
• Produce all relevant paperwork for the client, including quotations, illustrations and valuations
• Process all new business documentation in accordance with the agreed service and quality standards
• To deal with queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manner
• To deliver excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards
• To develop and maintain good working relationships with the Advisers, colleagues and management in order to provide an efficient and effective service to the Adviser and the clients

Job description

Due to continued success, our client, a highly respected Boutique Wealth Management Practice, is seeking an ambitious, proactive, and dedicated Client Services Manager to join their well established and growing team on a permanent basis

The Client Services Manager will work closely with the Financial Planners and Paraplanners in analysing a client’s existing arrangements, researching potential solutions, using cashflow modelling and preparing recommendation reports and documents required to allow the Financial Planner to present solutions to their client, and for the client to proceed with those recommendations if agreed. They will also liaise with external paraplanners / technical teams and product providers.

Key responsibilities will include:

• To provide efficient administration, to assist the Advisers in the procurement and processing of new business and the servicing of existing clients.
• Produce the all relevant paperwork for the client, on behalf of the Adviser, including, quotations, illustrations and valuations
• Process all new business documentation in accordance with the agreed service and quality standards.
• To deal with queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
• To deliver excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards.
• To develop and maintain good working relationships with the Advisers, colleagues and management in order to provide an efficient and effective service to the Adviser and the clients.

The successful candidate will demonstrate exceptional administrative skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work

Previous experience within Wealth Management, wealth management administration or Financial Services is required

This is an exceptional opportunity to join a highly reputable firm who firmly believe in employee development and offer genuine scope for development and progression