Client Services Manager

OneDome

  • Southampton
  • £25,000 per year
  • Permanent
  • Full-time
  • 1 day ago
  • Apply easily
Job: Client Services ManagerLocation: Southampton, Whiteley HampshireSalary: Up to £25,000 depending on experience + BonusesHours: 09:00 - 17:30 Monday - Thursday & 9:00 to 17:00 on a Friday. 1 late evening fortnightly until 19:00.About the company:Contractor Wealth is tight-knit team dedicated to helping independent professionals make the most of their money. As part of a specialist financial advice firm, we pride ourselves on building personal relationships and providing tailored guidance to support clients' financial goals. With a friendly, collaborative approach, our team works closely together and with every client to make financial planning straightforward, practical, and effective.Purpose of the role:As a Junior IFA Administrator your role will be working directly with the Head of Sales Support, & Senior Administrator to help support the Financial Planners, Paraplanners and wider team. We are looking for an administrator with exceptional organisational and customer service skills.What's on offer:
  • Starting salary of up to £25,000 depending on experience.
  • Quarterly bonuses
  • Hybrid working (1 day a week in the office)
  • 22 Days Holidays increasing with length of service + Bank holiday.
  • Death in Service
  • Company wide Summer & Christmas events.
  • Pension Scheme
Skills and knowledge :
  • Good time management and organisational skills.
  • Able to work within a defined process and compliantly.
  • Able to prioritise workloads.
  • Have excellent attention to detail and accuracy.
  • Articulate in all dealings with clients and stakeholders, verbally and within written communications.
  • Ability to work independently and within a team.
  • Experience within a financial planning company is preferred but not essential.
Key Responsibilities:
  • Act as first point of contact for all client enquiries.
  • Maintain and update client records on XPLAN and with providers.
  • Send recommendation packs to clients on DocuSign.
  • Process new business applications, fund switches, rebalances, withdrawals and tops up ensuring compliance, accuracy, and efficiency.
  • Sending Letter of Authority to providers and following up on requested information.
  • Contact prospective new clients and arrange initial appointments.
  • Arrange clients' annual financial reviews.
  • Manage and organise advisers' diaries.

OneDome