Client Service Manager
- Recruiter
- ST Resourcing Ltd
- Location
- Knutsford
- Salary
- 30000.00 - 35000.00 GBP Annual
- Posted
- 16 Jun 2021
- Closes
- 22 Jun 2021
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
ST Resourcing are delighted to once again be recruiting for an established IFA firm based in Knutsford. This firm have exciting growth plans and wants to expand its highly valued client service team to support its team of client facing advisors. Salary up to GBP35,000 plus excellent benefits, this is flexible for the right person. This role offers flexible working hours.
Key responsibilities will include:
- Responsible for the day to day oversight and management of the administration team
- To act as first point of contact for queries, manage workloads within the team and identify training needs and areas for continuous improvement
- To hold regular one to one meetings with individuals
- To assist the compliance & operations Manager with collating and implementing the output from the MI reports on a regular basis
- To carry out intelliflo office quality checks for the team, in line with company guidance and standards, to monitor the accuracy of client files
The Successful candidate must have/be able to:
- At least 3 years' experience working in a business support role, for a financial planning organisation
- Experience of using computer based management systems including a full understanding of Wrap/Platforms
- Computer literate, conscientious and have a good attention to detail
- Excellent understanding of the financial planning process
- Excellent communication skills, both written and verbal
- Ability to achieve agreed outcomes without supervision
- Prioritise own workload, and workload of the business support team
- Ability to multitask and prioritise effectively and assist in ad-hoc projects when required
- Excellent working knowledge of protection, pensions and investment products