Client Services Manager (Remote)
Client Services ManagerLocation: Remote Salary: £38,000 - £45,000 Reference: 10232A boutique financial planning firm based in East London is looking to hire an experienced Client Services Manager or Senior Financial Planning Administrator to become a key operational support within the business.The firm has a clear growth trajectory, within the next four years, while maintaining a small, high-quality team.This role offers the opportunity to become the operational backbone of the firm, supporting the adviser and helping ensure the business runs efficiently behind the scenes.The RoleYou will play a central role in managing client administration and ensuring smooth operational processes across the business.Key responsibilities include:Managing the client onboarding process from fact find through to implementationHandling platform administration including pensions, ISAs, GIAs and drawdownManaging Letters of Authority (LOAs) and provider follow-upsPreparing annual review documentation and implementation packsMaintaining CRM records and workflow processesEnsuring the adviser''s time is focused on client advice rather than administrationAbout YouWe are looking for someone who takes ownership of processes and enjoys keeping things running smoothly.Ideally you will have:4-8+ years'' experience within an IFA or financial planning firmStrong knowledge of platforms such as Transact, AJ Bell or QuilterExperience managing multiple providers and product typesExcellent organisation skills ..... full job details .....
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