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Client Services Manager bei OneDome

OneDome · Southampton, Vereinigtes Königreich · Hybrid

£24,000.00  -  £25,000.00

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Job: Client Services Manager

Location: Southampton, Whiteley Fareham Hampshire

Salary: Up to £25,000 depending on experience + Bonuses

Hours: 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 Client Services Manager role will be working directly with the Head of Sales Support, & Senior Administrator to help support the Financial Planners, Para-planners 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 holidays.
  • 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.
Jetzt bewerben

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