Senior Client Services Manager (IFA / Fixed Term Contract)

Senior Client Services Manager (IFA / Fixed Term Contract)

£55,000-£65,000 + Hybrid Working + Fixed Term Contract (15 months) + Company Benefits

Rochester

Are you a Client Services Manager or similar from a Financial Services background looking for an exciting and specialist, Fixed Term role offering full autonomy to lead a team essential to business function within a well-established Financial Advisory firm offering the chance to have a direct impact on the continued success of the company?

This well-established Advisory Firm have seen ongoing stability since their establishment whilst building a loyal client base of primarily Private Clients. Due to an ever increasing workload they are looking to welcome an additional member to their collaborative team on a Fixed Term basis.

This is an autonomous role where you will be the go-to specialist responsible for overseeing a team of 15 who oversee all client services and manage a large pool of client funds. You will be involved with operations and furthering existing client relationships as well as undertaking strategy focused work both day-to-day and within weekly senior leadership meetings.
This role would suit a Client Services Manager or similar from an IFA / Financial Services background looking for a varied Fixed Term position within a well-established firm offering the chance to play a key role in a successful business.

The Role:

• Manage operations team of 19 responsible delivering a range of client services
• Further develop existing client relationships
• Assist with strategy planning and allocation of funds
• Attend weekly Senior Leadership Team meetings
• 15 months Fixed Term Contract – Maternity cover with handover period before and after
• Hybrid role – 3x p/week (after probation)

The Person:

• Head of Client Servicing / Operations
• Financial Services background
• Looking for a Fixed Term role
• Commutable to Rochester

Head of Clients, Key Accounts, Financial Services, Technical, Fund, Retail, Planning, IFA, FTC, Fixed Term Contract, Wealth Management, Finance, Kent, Rochester, South East, Medway, Gillingham

Reference number: BBBH25215

If you are interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

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