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Client Services Manager

  • Salary: £24000 - £31000 per annum + Bonus and Benefits
  • Location: Ossett, West Yorkshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    02 Jan 2019
  • Job reference: 32089

Are you an experienced Administrator who has worked with Financial Advisers dealing with administrative functions including creating report packs?

My client are an award-winning financial planning practice based in Ossett, they are looking for a Client Relationship Manager to join their team to support the Financial Advisers who cover the Yorkshire area. The business are supported heavily by a network therefore all compliance is out-sourced but the successful individual must have a keen eye for detail and be able to work to deadlines.

You will be supporting Financial Advisers in all aspects of administration from ommitting new business onto their platforms and assisting with quotes from providers, the key aspect of the role is producing the client packs used for Financial Advisers when they attend their meetings therefore an understanding of financial planning and different areas of advice would be key. If you would like to undertake exams within financial planning and progress towards paraplanning then this role would be for you as financial support and mentoring is provided by the Team Leader and Directors of the business. They aim to progress within the business so this would be a great opportunity for an individual who is looking to work within the financial planning industry.

In reward for your efforts you would receive a basic salary of £24,000 with a bonus structure in place to earn an extra £6,000 to £7,000 on top of your basic salary, you would also benefit from their employee benefits package which includes 22 days holiday as well as closing down for the Christmas period and working hours of 9am to 5:30pm with an hour for lunch. They also have soft benefits in place including modern offices, socials and free parking.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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