My client is currently looking for an IFA Client Services Manager to join their team in Wilmslow.

The Role

Be the primary point of contact between their Financial Planners and clients, ensuring their needs are met and their expectations exceeded.
Your role will encompass a diverse range of responsibilities aimed at fostering strong client relationships, driving customer satisfaction, and maximising retention and revenue.
You will work closely with all members of the Operations Management Team and will support the Head of Client Services.
Collaborate closely with the wider Operations Team, Sales, Marketing and Finance and coordinate efforts to deliver seamless experiences and exceed client expectations.
Monitor Key Performance Indicators for the direct team with consideration being made to client satisfaction scores, client retention rates and revenue growth.
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.
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.

Knowledge and Experience Required

Experience in an IFA/Wealth Management environment.
Knowledge of the financial planning market including products and services.
Working knowledge of FCA Rules
Previous management experience in an IFA/Wealth Management environment.
Strong interpersonal skills are essential for building and maintaining positive relationships with clients, direct teams, and Financial Planners.
Empathetic, patient, and skilled in conflict resolution to address client concerns effectively and manage team dynamics.
Commitment to professionalism, integrity, and confidentiality in handling sensitive information.
Flexibility to adapt to changing business needs and priorities.
Ability to coach, mentor and develop team members effectively.
Ability to identify issues, analyse root causes and develop innovative solutions.
Strong problem-solving skills enable the ability to navigate challenges and deliver value to our clients.

Company Benefits

IFA Client Services Manager

Quick Overview