Client Services Manager

3 weeks ago


Weybridge, United Kingdom Truestar Talent Ltd Full time

My client a significant financial service provider, based in the Shrivenham, with additional offices at Broadstone, Weybridge and Watford are looking for a Client Services Manager to join its rapidly growing organisation, covering its Broadstone site.

My client has a team of over 30 Advisers managing approaching £500 million of assets under management. You will be managing a large and growing administration and paraplanning team that can provide an environment where an Adviser can flourish and develop.

The successful applicant for the Client Services Manager role will enjoy a great package with the following benefits: -- £35-£45k depending on location
- 25 days holiday plus an additional 4 given by the company plus Bank Holidays
- Company Pension.

The role of will involve working on: -- Responsible for the smooth day to day running of operations across multiple offices
- Work effectively with peers and Managers to ensure consistent approach to administration across all offices
- To ensure all admin duties are carried out compliantly and best practice is adhered to at all times.
- A minimum of 3 years’ experience in managing/supervising an administration team in a regulated environment
- Holds Level 4 Diploma qualification or equivalent preferable
- Experience of paraplanner role, ability to carry out admin processes.

If you would like to be part of this excellent opportunity joining an established Financial Services organisation which continues to build upon its solid reputation for strong wealth management, holistic advice and excellent customer service, please forwarda copy your CV for immediate short-listing.



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