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