Hybrid Client Services Manager – IFA Wealth

Tate; Hertford; Hybrid; GBP 35,000 - 40,000; Full time

Job summary

A growing financial services firm is seeking a Client Services Manager in Hertford. The ideal candidate will have at least two years of experience in financial services, with a strong understanding of ISA, investment, and pension processes. Responsibilities include client communication, preparing documentation, and maintaining client files. This full-time position offers a hybrid work model, with 3 days in the office and 2 days from home. Competitive salary between £35,000-40,000 and opportunities for growth included.

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.

Responsibilities

• Client communication and handling queries promptly.
• Preparing recommendation documentation and valuation reports.
• Maintaining accurate and compliant client files.
• Processing new business, fund switches and withdrawals.
• Liaising with providers and managing adviser workflows.

Skills

Experience in an IFA or financial services environment

Strong understanding of ISA, investment and pension processes

Proficiency in Microsoft Office

Excellent organisational skills

Attention to detail

Tools

CRM systems

Back-office systems

Job description

A growing financial services firm is seeking a Client Services Manager in Hertford. The ideal candidate will have at least two years of experience in financial services, with a strong understanding of ISA, investment, and pension processes. Responsibilities include client communication, preparing documentation, and maintaining client files. This full-time position offers a hybrid work model, with 3 days in the office and 2 days from home. Competitive salary between £35,000-40,000 and opportunities for growth included.