Client Services Manager – Financial Planning

Reed; Horsham; On-site; GBP 29,000 - 35,000; Full time

Job summary

A financial planning firm in Horsham is seeking an experienced Client Services Manager to deliver exceptional service to high-net-worth clients. Key responsibilities include client communication, managing documentation, and ensuring data accuracy. The ideal candidate has at least one year of IFA Administration experience, excellent communication skills, and proficiency in Microsoft Office. The role offers a competitive salary and additional benefits, including holidays and professional development support.

Benefits

Competitive salary plus annual bonus

Excellent holiday package

Financial support for professional qualifications

Free parking

Regular business hours

Qualifications

• Minimum of 1 year's experience within an IFA Administration role.
• High-quality written skills with close attention to detail and accuracy.
• Able to prioritise and plan own workload.

Responsibilities

• Liaise directly with clients and other parties, resolving any queries.
• Prepare paperwork for client meetings and produce post-meeting reports.
• Ensure back-office data is accurate and up to date.

Skills

Excellent communication skills

Attention to detail

Organizational skills

Ability to work independently

Teamwork skills

Proficient in Microsoft Word

Proficient in Microsoft Excel

Proficient in Microsoft Outlook

Tools

Xplan

Job description

A financial planning firm in Horsham is seeking an experienced Client Services Manager to deliver exceptional service to high-net-worth clients. Key responsibilities include client communication, managing documentation, and ensuring data accuracy. The ideal candidate has at least one year of IFA Administration experience, excellent communication skills, and proficiency in Microsoft Office. The role offers a competitive salary and additional benefits, including holidays and professional development support.