Client Services Team Manager

Join Our Client's Team as a Client Services Team Manager!

Our client is looking for a Client Services Team Manager with a positive, growth mindset to lead their team. As a Client Services Team Manager, you will oversee the client services team, ensuring the delivery of high-quality administration across the full lifecycle of client acquisition and management. You will play a crucial role in maintaining client satisfaction and supporting the professional development of your team members.

Why You Should Apply:

• Leadership Opportunity: Lead a dedicated team, fostering a collaborative and high-performing environment.
• Career Growth: Our client supports your aspirations, offering opportunities to grow within the financial advice profession or other areas.
• Supportive Culture: The company's values of ownership, focus, positivity, and doing the right thing create a collaborative and positive workplace.

Skills and Experience You Need:

• Technical Competence: Proficiency in using CRM systems and Microsoft Office is essential. Experience with financial platforms like CURO or Transact is a major advantage (training provided).
• Leadership Skills: Proven experience in managing and developing a team, with strong organisational and communication skills.
• Client Interaction: Confidence in talking to clients and handling their queries directly is crucial. You'll need to be well-organised and have excellent attention to detail.
• Ethics and Integrity: High standards of ethics and integrity are a must. You should be diligent and able to chase matters to completion.
• Desirable Experience: Prior experience in the financial advice profession or similar roles is beneficial. Progression in Certificate or Diploma in Financial Planning is desirable but not essential.

What's in It for You:

• Skill Development: Gain experience with CRM systems, Microsoft Office, and financial platforms like CURO or Transact.
• Client Interaction: Build your confidence and communication skills by directly engaging with clients and supporting their needs.
• Professional Growth: Stay updated with financial products and legislation through continuous professional development (CPD).

Benefits:

• Competitive salary (dependent on experience)
• Discretionary bonus
• 4x Death in Service
• Group Income Protection
• Auto-enrolment pension
• Private Medical Insurance, including Optical and Dental cover (subject to probation)
• 25 days annual leave + Bank holidays and Christmas close period
• Season ticket loan scheme
• Ride to work scheme
• CII Membership sponsored
• Exam support, with study leave
• Payroll giving option
• Hybrid working policy: work (up to) 2 days per week from home