Client Servicing Manager
2 days ago
Client Services Manager – Exeter – Up to £30,000 We are working with a highly reputable, people-focused financial planning firm based in central Exeter who are seeking a confident and client-centred Client Services Manager to join their close-knit team. This is an excellent opportunity for someone who thrives in a relationship-led environment, enjoys being at the heart of client interaction, and wants to build a long‑term career within financial planning. You’ll work side‑by‑side with advisers, paraplanners and the wider client services team, becoming an integral part of live client meetings and the advice process. Base pay range Salary up to £30,000 Company performance bonus Exam support and funding for those who want to progress Excellent long‑term development and exposure to every part of the advice process Key Responsibilities Managing client onboarding, LOAs and new business processing Handling investment trades, withdrawals and fund instructions Preparing documentation, booking meetings and managing adviser diaries Maintaining accurate client and provider records Working closely with paraplanners and planners to support all client activity Meeting and greeting clients, attending meetings and taking notes General office administration including telephone management and filing Requirements Experience within Financial Services, ideally Financial Planning Strong administration, organisation and communication skills Comfortable engaging with clients face‑to‑face Confident with IT systems and able to pick up processes quickly Positive attitude, strong attention to detail, and proactive approach Willingness to attend client meetings and be a key part of the advice journey What’s Next? If you’re looking for a role where you can make a genuine impact, work closely with clients, and grow within a supportive, friendly team, we’d love to hear from you. One of our consultants will be in touch to discuss your experience, your goals and whether this opportunity, or others we represent, could be a strong match. Refer a suitable candidate and earn £250 when we help them secure a new role. Seniority level: Mid‑Senior level Employment type: Full‑time Job function: Finance Location: Exeter, England, United Kingdom #J-18808-Ljbffr
-
Client Servicing Manager
2 days ago
Exeter, United Kingdom Eden Rose Full timeClient Services Manager – Exeter – Up to £30,000We are working with a highly reputable, people-focused financial planning firm based in central Exeter who are seeking a confident and client-centred Client Services Manager to join their close-knit team. This is an excellent opportunity for someone who thrives in a relationship-led environment, enjoys...
-
Client Servicing
6 days ago
Exeter, United Kingdom Heat Recruitment Full timeLocationExeter Salary £28000 - £30000 TypePermanent WorkplaceOn-Site Ref89443 Client Services Manager Exeter Up to £30,000 We are working with a highly reputable, people-focused financial planning firm based in central Exeter who are seeking a confident and client-centred Client Services Manager to join their close-knit team. This is an excellent...
-
Client Servicing
1 week ago
Exeter, United Kingdom Eden Rose Full timeClient Services Manager – Exeter – Up to £30,000 We are working with a highly reputable, people-focused financial planning firm based in central Exeter who are seeking a confident and client-centred Client Services Manager to join their close-knit team. This is an excellent opportunity for someone who thrives in a relationship-led environment, enjoys...
-
Client Servicing
2 weeks ago
Exeter, Devon, United Kingdom Eden Rose Full time £30,000 - £45,000 per yearClient Services Manager – Exeter – Up to £30,000We are working with a highly reputable, people-focused financial planning firm based in central Exeter who are seeking a confident and client-centred Client Services Manager to join their close-knit team. This is an excellent opportunity for someone who thrives in a relationship-led environment, enjoys...
-
IFA Client Servicing
1 week ago
Exeter, United Kingdom Eden Rose Full timeClient Services Manager – Exeter – Up to £30,000We are working with a highly reputable, people-focused financial planning firm based in central Exeter who are seeking a confident and client-centred Client Services Manager to join their close-knit team. This is an excellent opportunity for someone who thrives in a relationship-led environment, enjoys...
-
Client Manager
4 days ago
Exeter, United Kingdom Michael Page (UK) Full timeA growing accountancy practice based in Exeter has a requirement for a Client Manager to join them managing and leading on the delivery, review and management of accounts, tax and wider all around service provision within a growing chartered firm, managing teams and working closely with the Partners as key, right hand support with a clear progression path on...
-
Client Manager
4 days ago
Exeter, United Kingdom Page Personnel Full timeClient Manager to join a growing accountancy firm in ExeterClient management, progression and development on offer in this firmAbout Our ClientBased in Exeter this chartered accountancy firm is undergoing very positive growth and the firms partners are looking for a key right-hand support who can lead on the management and delivery of accounting/tax and...
-
Client Services Administrator
2 weeks ago
Exeter, United Kingdom Brook Street Full timeARE YOU LOOKING FOR A CAREER CHANGE? Have you have worked as nurse or are ex-military? This is a great opportunity for you if are looking for a change in career. Ideal applicant will have strong people skills while ensuring high levels of organisational effectiveness, communication and clientsatisfaction. We are working on an exclusive basis to support our...
-
Exeter, United Kingdom Page Personnel Full timeClient Manager to join a growing firm of accountants based near ExeterManaging a £200k fee base, developing client relationships & managing teamsAbout Our ClientA fast growing and successful firm of accountants based in Exeter acting for clients across the spectrum in size, across wide ranging sectors, industries and turnovers up to and well in excess of...
-
Exeter, United Kingdom Page Personnel Full timeSenior Client Manager to join a growing accountancy practice in ExeterManaging provision of accounts/tax services & team management, with progression.About Our ClientThe firm has an excellent reputation across Devon the wider South West and wider UK, undergoing continued growth and expansion. The firm services a very wide ranging client base to include...
