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- Tasks: Be the go-to person for clients, ensuring top-notch service and support.
- Company: Join a boutique investment management group known for bespoke financial advice.
- Benefits: Enjoy hybrid working, competitive salary, and a supportive team culture.
- Why this job: Shape client experiences and build lasting relationships in a values-driven environment.
- Qualifications: 5+ years in client services or paraplanning; Diploma in Financial Planning required.
- Other info: Opportunity for occasional travel to London and York offices.
The predicted salary is between 36000 - 60000 £ per year.
Location: Birmingham (Hybrid), with occasional travel to London and York offices
Contract Type: Full-time, Permanent
Salary: Negotiable, dependent on experience
Are you a client-focused financial services professional looking to take the next step in your career? A boutique investment management group with specialist wealth planning businesses, renowned for delivering bespoke advice and exceptional service to a high-net-worth client base, is looking for a Client Services Manager to join their growing team.
In this pivotal role, you will often be the first point of contact for clients, playing a central role in shaping their experience and building trusted, long-term relationships. You will also provide key support in the delivery of holistic financial planning services across a range of areas including tax, investments, retirement, and estate planning. This is a rare opportunity to join a close-knit, values-led firm that places integrity, professionalism, and client care at the core of everything it does.
Key Responsibilities:- Serve as the primary contact for clients, maintaining strong, proactive relationships
- Support financial planners across all areas of advice, including tax, investment, retirement, and estate planning
- Prepare for and attend client meetings, producing accurate notes and follow-up documentation
- Coordinate the preparation of suitability reports with outsourced providers
- Conduct regular client portfolio reviews and ensure timely updates based on changing priorities
- Ensure the seamless implementation of recommendations with a strong focus on accuracy and quality
- Maintain up-to-date knowledge of financial planning tools, platforms, and regulatory developments
- Collaborate closely with colleagues across the group to ensure a cohesive client service approach
- Minimum of 5 years’ experience in a paraplanning, client services, or similar financial planning role
- Diploma in Financial Planning (or equivalent) is essential
- High level of proficiency in Microsoft Office and financial planning tools (e.g., FE Analytics, Selectapension, CashCalc, AJ Bell, Aegon)
- Strong organisational skills and keen attention to detail
- Excellent communication and interpersonal abilities
- A client-centric approach with a commitment to delivering first-class service
- Chartered or part-chartered status would be advantageous
Contact Detail:
Pratap Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Manager
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work in client-facing roles. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture at StudySmarter.
✨Tip Number 2
Research the latest trends in wealth management and financial planning. Being knowledgeable about current market conditions and regulatory changes will help you stand out during interviews and demonstrate your commitment to the role.
✨Tip Number 3
Prepare to discuss specific examples of how you've built and maintained client relationships in your previous roles. Highlighting your client-centric approach will resonate well with our values at StudySmarter.
✨Tip Number 4
Familiarise yourself with the financial planning tools mentioned in the job description. If you have experience with similar software, be ready to discuss how you can leverage these tools to enhance client service at StudySmarter.
We think you need these skills to ace Client Services Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client services and financial planning. Emphasise your ability to build relationships and provide exceptional service, as these are key aspects of the role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the position and the company. Mention specific experiences that demonstrate your client-centric approach and how you align with their values of integrity and professionalism.
Highlight Relevant Skills: Clearly outline your proficiency in financial planning tools and Microsoft Office. Provide examples of how you've used these skills in previous roles to enhance client service and support financial planners.
Showcase Your Experience: Detail your experience in paraplanning or similar roles, focusing on your ability to manage client relationships and deliver holistic financial planning services. Use metrics or specific achievements to illustrate your impact.
How to prepare for a job interview at Pratap Partnership
✨Know Your Client Services
Make sure you understand the key responsibilities of a Client Services Manager. Be prepared to discuss how you would maintain strong relationships with clients and support financial planners in various areas of advice.
✨Showcase Your Experience
Highlight your relevant experience, especially if you have over five years in paraplanning or client services. Be ready to provide specific examples of how you've successfully managed client relationships and delivered exceptional service.
✨Demonstrate Your Technical Skills
Familiarise yourself with the financial planning tools mentioned in the job description, such as FE Analytics and CashCalc. Be prepared to discuss how you’ve used these tools in your previous roles to enhance client service.
✨Emphasise Your Client-Centric Approach
The company values integrity and professionalism, so be sure to convey your commitment to delivering first-class service. Share examples of how you've gone above and beyond for clients in the past.
