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: Make a direct impact in a key role within a successful business.
- 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 (Investment Firm / Fixed Term Contract). Job in Rochester Move C[...] employer: Broughton Group
Join a well-established Financial Advisory firm in Rochester as a Senior Client Services Manager, where you will enjoy a hybrid working model and the opportunity to lead a dedicated team. With a strong focus on employee growth and a collaborative work culture, this role offers the chance to make a significant impact on client relationships and business strategy while benefiting from competitive remuneration and comprehensive company benefits.
