IFA Client Success 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

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.