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- Tasks: Lead a team of 5, coach members, and ensure compliance in a dynamic environment.
- Company: Join a leading Wealth Management firm experiencing exciting growth across the UK.
- Benefits: Enjoy hybrid working, free parking, competitive salary, and an annual bonus.
- Why this job: Be part of a supportive culture that values leadership and personal development.
- Qualifications: Experience in Financial Services and team management is essential; Level 4 diploma preferred.
- Other info: Opportunity to improve processes and make a real impact in the business.
The predicted salary is between 43000 - 77000 £ per year.
Hybrid working (3 days office based)
Free parking available
£50,000 - £55,000 basic salary + competitive benefits + annual bonus
A leading Wealth Management firm who are demonstrating growth across the UK, largely via acquisition, are hiring a Client Support Manager to join their busy offices in Harrogate.
The Client Support Manager vacancy will allow you to have managerial responsibility for 5 team members, with job responsibilities including:
- Building and maintaining a trusted and supportive leadership style
- Coaching and developing team members, using performance reviews and 1-2-1's as a regular guide for team members
- Leading further recruitment into the division
- Ensuring compliance with internal standards and regulatory requirements are upheld
- Maintaining and improving processes by identifying and addressing any inefficiencies
- Utilising relationships across the wider business
The successful applicant:
- Experience within a regulatory Financial Services environment
- Experience managing an Administrative team and leading performance reviews
- Ideally achieved Financial Planning level 4 diploma
- Experience with Intelligent Office is beneficial
Client Support Manager employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Manager
✨Tip Number 1
Familiarise yourself with the regulatory environment of the financial services sector. Understanding compliance standards and regulations will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Highlight your leadership experience by preparing specific examples of how you've coached and developed team members in the past. This will show that you have the skills necessary to manage a team effectively.
✨Tip Number 3
Network with professionals in the wealth management industry, especially those who have experience with Intelligent Office. This can provide you with insights and potentially valuable connections that could aid your application.
✨Tip Number 4
Research the company’s recent acquisitions and growth strategies. Being knowledgeable about their business model will allow you to engage in meaningful conversations during interviews and show your genuine interest in the role.
We think you need these skills to ace Client Support Manager
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements of the Client Support Manager position. Tailor your application to highlight relevant experience in managing teams and compliance within a financial services environment.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in a regulatory financial services setting. Mention specific examples of how you've managed teams, conducted performance reviews, and improved processes in previous roles.
Showcase Leadership Skills: Demonstrate your leadership style in your application. Provide examples of how you've coached and developed team members, and how you maintain a supportive work environment. This will resonate well with the managerial aspect of the role.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial in a compliance-focused role.
How to prepare for a job interview at IDEX Consulting Ltd
✨Showcase Your Leadership Skills
As a Client Support Manager, you'll be responsible for leading a team. Be prepared to discuss your leadership style and provide examples of how you've successfully coached and developed team members in the past.
✨Demonstrate Regulatory Knowledge
Since the role requires experience within a regulatory Financial Services environment, brush up on relevant regulations and compliance standards. Be ready to explain how you've ensured compliance in previous roles.
✨Highlight Process Improvement Experience
The job involves maintaining and improving processes. Think of specific instances where you've identified inefficiencies and implemented changes that led to better outcomes. Share these examples during your interview.
✨Prepare for Team Dynamics Questions
Expect questions about team dynamics and recruitment. Reflect on your experiences managing an administrative team and how you approach performance reviews. Be ready to discuss how you would lead further recruitment into the division.
