IFA Client Services Manager
hace 3 días
Wilmslow
My client is currently looking for an IFA Client Services Manager to join their team in Wilmslow. \n \n The Role \n\n • Be the primary point of contact between their Financial Planners and clients, ensuring their needs are met and their expectations exceeded.\n, • Your role will encompass a diverse range of responsibilities aimed at fostering strong client relationships, driving customer satisfaction, and maximising retention and revenue.\n, • You will work closely with all members of the Operations Management Team and will support the Head of Client Services.\n, • Collaborate closely with the wider Operations Team, Sales, Marketing and Finance and coordinate efforts to deliver seamless experiences and exceed client expectations.\n, • Monitor Key Performance Indicators for the direct team with consideration being made to client satisfaction scores, client retention rates and revenue growth.\n, • Act as a strong advocate for clients; championing their interests and feedback to ensure their voices are heard. Advocate for necessary support and resources to address client needs effectively.\n, • Stay up to date on industry trends, market dynamics and competitor activities to maintain a competitive edge. Continuously seek opportunities to enhance processes, systems, and services to better serve clients and drive business growth.\n\n \n Knowledge and Experience Required \n \n\n • Experience in an IFA/Wealth Management environment.\n, • Knowledge of the financial planning market including products and services.\n, • Working knowledge of FCA Rules\n, • Previous management experience in an IFA/Wealth Management environment.\n, • Strong interpersonal skills are essential for building and maintaining positive relationships with clients, direct teams, and Financial Planners.\n, • Empathetic, patient, and skilled in conflict resolution to address client concerns effectively and manage team dynamics.\n, • Commitment to professionalism, integrity, and confidentiality in handling sensitive information.\n, • Flexibility to adapt to changing business needs and priorities.\n, • Ability to coach, mentor and develop team members effectively.\n, • Ability to identify issues, analyse root causes and develop innovative solutions.\n, • Strong problem-solving skills enable the ability to navigate challenges and deliver value to our clients.\n\n \n Company Benefits \n \n\n • Death in Service\n, • Income Protection\n, • Pension\n, • Holiday trading with the option to purchase more\n, • Dental cover\n, • Critical Illness cover\n, • Partner Life Cover\n, • Health Cash Plan\n, • Benenden Health – individual or family cover\n, • Bluecrest Health Screening\n, • Sodexo retail discounts\n, • Cycle to Work scheme\n\n