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Permanent

Client Services Manager (IFA Practice)

Norwich
money-bag 40000.00-40000.00 Annual
3012508619
Posted 1 week ago

This is a fantastic opportunity to join one of the county s most stellar firms, synonymous with wealth management and a high standard of professionalism and expertise, in their field. At present my client is looking to add a Client Services Manager, this is a brand new role to assist and manager their team of administration professionals, you will have worked in holistic financial planning previously and acted as a mentor and trainer to administrators at the start of their Financial Services career. Responsibilities Trusted Leadership and Team Culture: Act as a trusted leader, setting an example in integrity, professionalism, and fairness. Ensure the company s culture and values are embedded within the teams, promoting a collaborative, supportive, and high-performance work environment. Build and maintain trust with team members, advisers, clients, and other stakeholders, ensuring that all interactions are consistent with the company s values. Lead the teams in a way that fosters transparency, mutual respect, and open communication. Front of House and Office Management: Oversee day-today office operations, ensuring all administrative activities run smoothly. Manage and supervise the front of house team, delegating tasks and monitoring performance. Maintain and update client records and back-office systems including IO, ensuring data accuracy and confidentiality. Diary and schedule management. Workflow coordination and supervision. Organise and oversee office maintenance, ..... full job details .....

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