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- Tasks: Lead exceptional client experiences and manage a high-performing team in financial planning.
- Company: Join Deerfoot Recruitment Solutions, a leading tech recruitment consultancy with a strong ethical focus.
- Benefits: Competitive salary, hybrid work model, and a commitment to climate action.
- Why this job: Make a real impact by building lasting client relationships in a dynamic environment.
- Qualifications: 5+ years in client service management and strong communication skills required.
- Other info: Explore career growth opportunities and contribute to meaningful causes.
The predicted salary is between 55000 - 75000 £ per year.
Are you an experienced Client Service professional within financial planning, ready to take the lead in delivering an exceptional client experience? This is your opportunity to step into a pivotal role where your expertise, leadership, and client-first mindset will truly make an impact.
You will be the driving force behind outstanding client relationships, ensuring seamless service delivery while supporting Financial Planners and mentoring a high-performing team. If you thrive in a fast-paced, client-centric environment and want to elevate your career, this is a role you won’t want to miss.
What you’ll be doing:
- Acting as the primary point of contact for clients, building strong, lasting relationships and ensuring all queries are handled promptly and professionally.
- Overseeing end-to-end client service delivery, including preparation and coordination of reports, financial statements, and key documentation.
- Supporting Financial Planners with client meeting preparation, scheduling, logistics, and implementation of financial plans.
- Maintaining accurate client records, improving processes, and ensuring compliance with regulatory standards and internal policies.
- Leading, mentoring, and developing client service administrators, fostering a collaborative, high-performing, and client-focused team culture.
What you’ll bring:
- 5+ years’ experience in client service management within whole-of-market financial planning.
- Proven ability to manage client relationships and deliver consistently high levels of service.
- Experience using financial planning systems and CRM tools (e.g. Intelligent Office).
- Strong communication, organisation, and time management skills.
- High attention to detail with excellent problem-solving capability.
- Proficiency in Microsoft Office (Excel, Word, PowerPoint).
Desirable:
- Experience leading or mentoring teams and driving service improvements.
If you’ve held any of these roles or used these technologies/skills, this role could be a great fit: Client Service Manager, Client Relationship Manager, Wealth Management Administrator, Financial Planning Administrator, Client Services Team Leader, Paraplanning Support, IFA Administrator, CRM systems (Intelligent Office), Financial Services Client Support, Wealth Management Operations.
Client Service Manager employer: Deerfoot Recruitment Solutions
Contact Detail:
Deerfoot Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the hunt for a Client Service Manager role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions related to client service management. Think about your past experiences and how they align with the job description. We want you to showcase your leadership skills and client-first mindset!
✨Tip Number 3
Don’t forget to research the company culture of potential employers. Understanding their values and how they treat clients can help you tailor your responses during interviews, showing that you’re a perfect fit for their team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and take the initiative to connect directly with us.
We think you need these skills to ace Client Service Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Client Service Manager. Highlight your experience in financial planning and client service management, and don’t forget to mention any relevant tools you’ve used, like CRM systems.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for client service and how your leadership skills can elevate our team. Be sure to connect your past experiences with what we’re looking for in this role.
Showcase Your Achievements: When detailing your work history, focus on specific achievements that demonstrate your ability to manage client relationships and deliver exceptional service. Numbers and examples can really make your application stand out!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to see all the details about the role and our company culture while you’re at it!
How to prepare for a job interview at Deerfoot Recruitment Solutions
✨Know Your Client Service Inside Out
Make sure you brush up on your client service management skills, especially within financial planning. Be ready to discuss specific examples of how you've built strong client relationships and delivered exceptional service in the past.
✨Showcase Your Leadership Skills
Since this role involves mentoring a team, be prepared to share your experiences in leading or developing others. Think of instances where you've fostered a collaborative environment or driven service improvements—these stories will resonate well.
✨Familiarise Yourself with Relevant Tools
Get comfortable with financial planning systems and CRM tools like Intelligent Office. If you have experience using these, be ready to talk about how they’ve helped you manage client relationships and improve service delivery.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and attention to detail. Prepare scenarios where you had to handle challenging client situations or ensure compliance with regulatory standards, and explain how you navigated those challenges.