Jobs

    Client Services Manager - Shrewsbury, United Kingdom - Recruit UK

    Recruit UK
    Recruit UK Shrewsbury, United Kingdom

    1 week ago

    Default job background
    permanent Accounting / Finance
    Description

    Job Title: Client Services Manager

    Industry: Financial Planning

    Location: Shrewsbury

    Salary: £25,000 - £35,000

    Job Reference: 9100

    Job Description:

    Recruit UK is working on an excellent opportunity for a Client Services Manager near Shrewsbury to join an Independent Financial Advice practice.

    This company ensure their clients make sense of their options and ensure they have security as well as freedom. They are an ethical financial planning company and have their clients at the forefront of what they do.

    They are currently looking to bring on a Client Services Manager to join their existing team in their office in Shrewsbury due to continued success and growth. This is an excellent opportunity and new challenge for an experienced Client Services Manager, to join a well-established financial planning practice.

    Duties as a Client Services Manager will involve, but not be limited to:

    • Preparing client packs for annual planning meetings, new client meetings etc.
    • Processing new business
    • Answering calls and dealing with third-party queries
    • Preparing valuations and contacting providers for updated
    • Updating the CRM
    • File preparation and filing
    • And much more

    What's in it for you?

    • Salary negotiable dependent on skills and experience up to £35,000
    • 20 days holiday plus bank holidays (with additional leave for Christmas and your birthday off)
    • Holiday also increases after time served
    • Pension contribution
    • Private medical and DIS
    • Bonus scheme
    • Study and exam support
    • Volunteering options

    Skills and experience required:

    • Previous experience working in financial services
    • Microsoft office exposure
    • Ability to work well under pressure
    • Ability to build strong relationships with clients

    About Recruit UK:

    As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with an Independent Financial Advice firm based near Shrewsbury on a Client Services Manager role.

    Our commitment to you:

    • Start every journey with a conversation to find out about you in-depth.
    • Provide honest feedback on where you fit in the job market.
    • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
    • Take a holistic mindfulness approach - career happiness is rarely just about the money.
    • Cover the whole of the UK with a local touch through our regional teams.
    • Never pester you.
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