Client Services Manager

OneDome; Southampton; Hybrid; GBP 25,000; Full time

Job summary

A dedicated financial advice firm in Southampton is seeking a Client Services Manager to act as the first point of contact for client enquiries. You will manage client records and support financial planners. The ideal candidate will have excellent organisational skills and attention to detail. This role offers a starting salary of up to £25,000, quarterly bonuses, and hybrid working arrangements.

Benefits

Quarterly bonuses

22 Days Holidays increasing with length of service

Pension Scheme

Death in Service

Qualifications

• Experience within a financial planning company is preferred but not essential.

Responsibilities

• Act as first point of contact for all client enquiries.
• Maintain and update client records on XPLAN.
• Process new business applications ensuring compliance.

Skills

Good time management and organisational skills

Excellent attention to detail and accuracy

Articulate in communications

Ability to work independently and within a team

Job description

Job: Client Services Manager

Location: Southampton, Whiteley Fareham Hampshire

Salary: Up to £25,000 depending on experience + Bonuses

Hours: 09:00 – 17:30 Monday – Thursday & 9:00 to 17:00 on a Friday. 1 late evening fortnightly until 19:00.

About the company:

Contractor Wealth is tight-knit team dedicated to helping independent professionals make the most of their money. As part of a specialist financial advice firm, we pride ourselves on building personal relationships and providing tailored guidance to support clients’ financial goals. With a friendly, collaborative approach, our team works closely together and with every client to make financial planning straightforward, practical, and effective.

Purpose of the role:

As a Client Services Manager role will be working directly with the Head of Sales Support, & Senior Administrator to help support the Financial Planners, Para-planners and wider team. We are looking for an administrator with exceptional organisational and customer service skills.

What’s on offer:

• Starting salary of up to £25,000 depending on experience.
• Quarterly bonuses
• Hybrid working (1 day a week in the office)
• 22 Days Holidays increasing with length of service + Bank holidays.
• Death in Service
• Company wide Summer & Christmas events.
• Pension Scheme

Skills and knowledge :

• Good time management and organisational skills.
• Able to work within a defined process and compliantly.
• Able to prioritise workloads.
• Have excellent attention to detail and accuracy.
• Articulate in all dealings with clients and stakeholders, verbally and within written communications.
• Ability to work independently and within a team.
• Experience within a financial planning company is preferred but not essential.

Key Responsibilities:

• Act as first point of contact for all client enquiries.
• Maintain and update client records on XPLAN and with providers.
• Send recommendation packs to clients on DocuSign.
• Process new business applications, fund switches, rebalances, withdrawals and tops up ensuring compliance, accuracy, and efficiency.
• Sending Letter of Authority to providers and following up on requested information.
• Contact prospective new clients and arrange initial appointments.
• Arrange clients’ annual financial reviews.
• Manage and organise advisers’ diaries.