Client Services Manager

Tate; Watford; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A growing IFA firm is seeking an experienced Client Services Manager to enhance client experience and ensure operational excellence. The role involves managing client communications, preparing documentation, and maintaining compliant files. The ideal candidate has over two years of experience in a financial services environment and strong knowledge of ISA and investment processes. This position is hybrid, with three days in the office in Watford, offering a dynamic workplace with growth opportunities.

Qualifications

• At least two years’ experience in an IFA or financial services environment.
• Strong understanding of ISA, investment and pension processes.
• Proficiency in Microsoft Office and CRM systems.

Responsibilities

• Managing client communication and handling queries promptly.
• Preparing recommendation documentation and valuation reports.
• Maintaining compliant client files.

Skills

Client communication

Attention to detail

Proficiency in Microsoft Office

Understanding of ISA, investment, and pension processes

Confidence using CRM systems

Job description

Client Services Manager

£(phone number removed)

Full time, hybrid (3 days in office, 2 from home)

Watford, Hertfordshire

Permanent position

Overview

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.

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

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
• Proficiency in Microsoft Office
• Excellent organisational skills and attention to detail

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

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

Tate is acting as an Employment Business in relation to this vacancy.

Equal Opportunity

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.