Client Services Manager | Hybrid (Financial Services)

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

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.