Team manager, IFA client services manager

Eden Scott; Burntisland; On-site; GBP 35,000 - 55,000; Full time

Job summary

A reputable financial planning firm is seeking an experienced Client Support Manager in Burntisland. This role involves team management, delivering high-standard client support, and a chance to join a friendly professional environment with comprehensive benefits. Ideal for candidates with previous IFA or wealth management experience.

Benefits

Competitive salary

Comprehensive benefits

Training and development opportunities

Supportive work environment

Qualifications

• Experience within an IFA or wealth management support role.
• Management experience is essential.
• Knowledge of various software packages and platforms.

Responsibilities

• Manage team workflow and conduct 1:1s and appraisals.
• Handle day-to-day administration and client applications.
• Assist support staff and work alongside advisers.

Skills

Management Experience

Workflow Management

Client Support

High-Standard Work

Job description

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Team manager, IFA client services manager, Burntisland

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Client:

Location:

Burntisland, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

e2ed7558c385

Job Views:

5

Posted:

02.06.2025

Expiry Date:

17.07.2025

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Job Description:

My client is a highly reputable and well-regarded financial planning firm with regional offices. A new opportunity has become available for an experienced client support manager to join this stable professional firm as they continue to grow. This is an excellent opportunity if you are already working as IFA support with management experience and are looking to progress your career and undertake additional team management tasks or a client services manager looking for a change.

Responsibilities include workflow management, 1:1s and appraisals, day-to-day administration such as processing applications, chasing outstanding information, dealing with external companies, and assisting support staff with workloads. The role involves working alongside advisers, covering both private clients and corporate clients, and helping less experienced staff as needed.

Ideally, candidates will have experience within an IFA or wealth management support role with management experience. Knowledge of various software packages and platforms is required, and pride in delivering high-standard work is essential.

This role offers the opportunity to manage a highly experienced team, participate in workshops, training, and development. In return, you will be a valued part of the practice with a competitive salary and comprehensive benefits. The team is friendly and professional, providing a supportive work environment.