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- Tasks: Manage client onboarding, support advisers, and handle client interactions.
- Company: Reputable financial planning firm in Exeter with a people-focused culture.
- Benefits: Salary up to £30,000, 11% pension, performance bonus, and exam support.
- Why this job: Make a genuine impact while building a long-term career in financial planning.
- Qualifications: Experience in Financial Services, strong communication, and IT skills.
- Other info: Join a supportive team with excellent development opportunities.
The predicted salary is between 28000 - 30000 £ per year.
We are working with a highly reputable, people-focused financial planning firm based in central Exeter who are seeking a confident and client-centred Client Services Manager to join their close-knit team. This is an excellent opportunity for someone who thrives in a relationship-led environment, enjoys being at the heart of client interaction, and wants to build a long-term career within financial planning.
You will work side-by-side with advisers, paraplanners and the wider client services team, becoming an integral part of live client meetings and the advice process.
Benefits- Salary up to £30,000
- 11% pension contribution
- Company performance bonus
- 4x death in service
- Exam support and funding for those who want to progress
- Excellent long-term development and exposure to every part of the advice process
- Managing client onboarding, LOAs and new business processing
- Handling investment trades, withdrawals and fund instructions
- Preparing documentation, booking meetings and managing adviser diaries
- Maintaining accurate client and provider records
- Working closely with paraplanners and planners to support all client activity
- Meeting and greeting clients, attending meetings and taking notes
- General office administration including telephone management and filing
- Experience within Financial Services, ideally Financial Planning
- Strong administration, organisation and communication skills
- Comfortable engaging with clients face-to-face
- Confident with IT systems and able to pick up processes quickly
- Positive attitude, strong attention to detail, and proactive approach
- Willingness to attend client meetings and be a key part of the advice journey
If you are looking for a role where you can make a genuine impact, work closely with clients, and grow within a supportive, friendly team, we would love to hear from you.
One of our consultants will be in touch to discuss your experience, your goals and whether this opportunity, or others we represent, could be a strong match.
Know someone who could be ideal? Refer them to us and earn £250 when we help them secure a new role.
Client Servicing in Exeter employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Servicing in Exeter
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Services Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially since they value client relationships. Think about how your experience aligns with their needs and be ready to share specific examples of how you've excelled in client-facing roles.
✨Tip Number 3
Show off your skills! If you have any relevant certifications or training in financial planning, make sure to highlight them during your conversations. This will demonstrate your commitment to the field and your readiness to contribute to their team.
✨Tip Number 4
Don't forget to apply through our website! We’re here to help you land that dream job. Plus, we often have exclusive listings that you won’t find anywhere else, so keep an eye out for opportunities that match your skills and aspirations.
We think you need these skills to ace Client Servicing in Exeter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your client servicing experience and any relevant financial services background to show us you're the right fit.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about client servicing and how you can contribute to our team. Share specific examples of your past experiences that align with the role to make it personal.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, demonstrate your strong communication skills in your application. Use clear and concise language, and don’t shy away from showing your personality!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Heat Recruitment
✨Know Your Client Services Inside Out
Before the interview, make sure you understand the key responsibilities of a Client Services Manager. Familiarise yourself with client onboarding processes, investment trades, and how to maintain accurate records. This will show your potential employer that you're serious about the role and ready to hit the ground running.
✨Showcase Your Communication Skills
Since this role involves a lot of client interaction, be prepared to demonstrate your communication skills. Think of examples where you've successfully engaged with clients or resolved issues. Practising these scenarios can help you articulate your experience clearly during the interview.
✨Be Proactive and Positive
A positive attitude goes a long way in client services. During the interview, highlight instances where you've taken initiative or gone above and beyond for clients. This will reflect your proactive approach and willingness to contribute to the team’s success.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and opportunities for professional development. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
