At a Glance
- Tasks: Lead a team to deliver exceptional client services and manage client funds.
- Company: Established Financial Advisory firm with a loyal client base.
- Benefits: Competitive salary, hybrid working, and comprehensive company benefits.
- Other info: 15-month fixed term contract with excellent career development opportunities.
- Why this job: Play a key role in a successful business and make a real impact.
- Qualifications: Experience in Client Services or Operations within Financial Services.
The predicted salary is between 55000 - 65000 £ per year.
Are you a Client Services Manager or similar from a Financial Services background looking for an exciting and specialist, Fixed Term role offering full autonomy to lead a team essential to business function within a well-established Financial Advisory firm? This well-established Advisory Firm has seen ongoing stability since their establishment whilst building a loyal client base of primarily Private Clients. Due to an ever-increasing workload, they are looking to welcome an additional member to their collaborative team on a Fixed Term basis.
This is an autonomous role where you will be the go-to specialist responsible for overseeing a team of 15 who oversee all client services and manage a large pool of client funds. You will be involved with operations and furthering existing client relationships as well as undertaking strategy-focused work both day-to-day and within weekly senior leadership meetings.
This role would suit a Client Services Manager or similar from an IFA / Financial Services background looking for a varied Fixed Term position within a well-established firm offering the chance to play a key role in a successful business.
The Role:
- Manage operations team of 19 responsible for delivering a range of client services
- Further develop existing client relationships
- Assist with strategy planning and allocation of funds
- Attend weekly Senior Leadership Team meetings
- 15 months Fixed Term Contract - Maternity cover with handover period before and after
- Hybrid role - 3x p/week (after probation)
The Person:
- Head of Client Servicing / Operations
- Financial Services background
- Looking for a Fixed Term role
- Commutable to Rochester
We are an equal opportunities employer and welcome applications from all suitable candidates.
Senior Client Services Manager (IFA / Fixed Term Contract). Job in Rochester Move Collective Jobs employer: Broughton Group
Join a well-established Financial Advisory firm in Rochester, where you will enjoy a supportive and collaborative work culture that values autonomy and innovation. With a focus on employee growth, this role offers the opportunity to lead a dedicated team while benefiting from hybrid working arrangements and a competitive salary package. The firm is committed to fostering a diverse workplace and provides comprehensive company benefits, making it an excellent choice for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Services Manager (IFA / Fixed Term Contract). Job in Rochester Move Collective Jobs
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like Broughton Group.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like Broughton Group might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Senior Client Services Manager (IFA / Fixed Term Contract). Job in Rochester Move Collective Jobs
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Broughton Group will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Broughton Group. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Broughton Group confidence in your short-term commitment to the role.
How to prepare for a job interview at Broughton Group
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Broughton Group.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Broughton Group that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
