Client Services Manager

Duties:

• Sending LOA's and processing new business
• Processing investment trades, withdrawals, purchases
• Booking meetings, diary managing and preparing documentation for meetings
• Database management
• Working closely with the paraplanning and advice teams
• Meeting and greeting clients
• Adhoc administration such as telephone management and filing
• Supporting financial planners in live client meetings  Benefits:
• Competitive salary
• 11% employer pension contribution
• 20 days holiday plus bonus days at Christmas (depending on how it falls) plus an extra days holiday for every year of employment (up to max of 25 days)
• 4 x salary DIS benefit
• Fantastic progression and development opportunities
• Exam funding and support 
• We're employee owned and employees can benefit from discretionary bonuses/profit sharing after 12 months of employment Skills and experience required:
• Experience working within the Financial Service industry, preferably in Financial Planning
• Experience with the above duties
• Strong administration skills such as communication, prioritisation and time management
• Desire to engage with clients face to face and develop strong relationships