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
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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
#J-18808-Ljbffr
