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 RochesterHead 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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