Client Servicing

7 days ago

Exeter, Devon, United Kingdom Eden Rose Full time £30,000 - £45,000 per year

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.

Benefits

  • Salary up to £30,000
  • 11% pension contribution
  • Company performance bonus
  • 4x death in service
  • 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.

Know someone who could be ideal? Refer them to us and earn£250 when we help them secure a new role.

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