IFA Client Services Manager

IDEX Consulting; Wilmslow; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Death in Service

Income Protection

Pension

Dental cover

Health Cash Plan

Sodexo retail discounts

Cycle to Work scheme

Job summary

IDEX Consulting is seeking an IFA Client Services Manager to join their team in Wilmslow. This pivotal role involves being the primary contact for Financial Planners and clients, aiming to exceed expectations and foster strong relationships.

Your responsibilities will include monitoring client satisfaction, collaborating with various teams, and advocating for client interests. Experience in IFA/wealth management and strong interpersonal skills are essential for success in this role.

Qualifications

• Experience in an IFA/wealth management environment.
• Previous management experience in an IFA/wealth management environment.
• Ability to coach, mentor and develop team members effectively.

Responsibilities

• Be the primary point of contact between Financial Planners and clients.
• Monitor key performance indicators, focusing on client satisfaction and retention.
• Collaborate with operations team to align client needs with company offerings.

Skills

Interpersonal skills

Conflict resolution

Problem-solving

Financial planning knowledge

FCA Rules knowledge

Management experience

Job description

My client is currently looking for an IFA Client Services Manager to join their team in Wilmslow.

The Role

• Be the primary point of contact between their Financial Planners and clients, ensuring their needs are met and their expectations exceeded
• Your role will encompass a diverse range of responsibilities aimed at fostering strong client relationships, driving customer satisfaction and maximising retention and revenue
• You will work closely with all members of the operations management team and will support the Head of Client Services
• Collaborate closely with the wider operations team, sales, marketing and finance to align client needs with company offerings. Coordinate efforts to deliver seamless experiences and exceed client expectations
• Monitor ley performance indicators for the direct team with consideration being made to client satisfaction scores, client retention rates and revenue growth
• Act as a strong advocate for clients; championing their interests and feedback to ensure their voices are heard. Advocate for necessary support and resources to address client needs effectively
• Stay up to date on industry trends, market dynamics and competitor activities to maintain a competitive edge. Continuously seek opportunities to enhance processes, systems and services to better serve clients and drive business growth

Knowledge and Experience Required

• Experience in an IFA/wealth management environment
• Knowledge of the financial planning market including products and services
• Working knowledge of FCA Rules
• Previous management experience in an IFA/wealth anagement environment
• Strong interpersonal skills are essential for building and maintaining positive relationships with clients, direct teams and Financial Planners
• Empathetic, patient and skilled in conflict resolution to address client concerns effectively and manage team dynamics
• Commitment to professionalism, integrity and confidentiality in handling sensitive information
• Flexibility to adapt to changing business needs and priorities
• Ability to coach, mentor and develop team members effectively
• Ability to identify issues, analyse root causes and develop innovative solutions
• Strong problem-solving skills enable the ability to navigate challenges and deliver value to our clients

Company Benefits

• Death in Service
• Income Protection
• Pension
• Holiday trading with the option to purchase more
• Dental cover
• Critical Illness cover
• Partner Life Cover
• Health Cash Plan
• Benenden Health - individual or family cover
• Bluecrest Health Screening
• Sodexo retail discounts
• Cycle to Work scheme

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.