Client Support Manager (Wealth Management)

Switch Recruitment; England; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services firm in the United Kingdom is seeking a Client Support Manager to provide leadership and support for their operational teams. The ideal candidate will have managerial experience in financial services, a relevant Level 4/Diploma qualification, and strong planning skills. The role offers a competitive salary and an excellent benefits package with opportunities for career development.

Benefits

Competitive salary

Bonus

Enhanced pension

Career progression opportunities

Support for professional development/qualifications

Qualifications

• Proven managerial or supervisory experience in wealth management or financial services.
• Experience managing administration and/or paraplanning teams.
• Work towards Level 4 / Diploma in relevant field.

Responsibilities

• Provide first class leadership to administration and operational teams.
• Oversee day-to-day office operations for smooth administrative activities.
• Ensure data accuracy and confidentiality in client records and back office systems.
• Manage workloads efficiently, especially during busy periods.

Skills

Managerial experience in financial services

Leadership skills

Planning and organizational skills

Education

Level 4 / Diploma in relevant field

Tools

Intelligent Office (IO) or similar CRM

Job description

We are proud to be supporting a leading national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of a Client Support Manager to help support the leadership, development and growth of their successful team of paraplanners and administrators.

Responsibilities

• Providing first class leadership to the administration and operational teams.
• Oversee day-to-day office operations, ensuring all administrative activities run smoothly
• Ensure client records and back office systems are updated, ensuring data accuracy and confidentiality
• Manage and prioritise workloads ensuring a smooth and efficient operation, in particular during busy periods.

Experience

• Candidates need to have proven managerial or supervisory experience within a wealth management or financial services environment.
• You will have demonstrable experience managing administration and / or paraplanning teams
• A working knowledge of Intelligent Office (IO) or similar client management systems (CRM) is desirable.
• You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills.

In return our client is looking to offer a competitive basic salary as well as an excellent benefits package including bonus, enhanced pension, and plenty of opportunities for career progression and support with professional development / qualifications.