At a Glance
- Tasks: Be the go-to person for clients, ensuring their needs are met and expectations exceeded.
- Company: Join a dynamic team in a leading IFA/Wealth Management firm in Wilmslow.
- Benefits: Enjoy great perks like health cover, pension, and holiday trading options.
- Other info: Opportunity to grow your career while working in a supportive environment.
- Why this job: Make a real difference by championing client interests and driving satisfaction.
- Qualifications: Experience in IFA/Wealth Management and strong interpersonal skills required.
The predicted salary is between 40500 - 49500 £ per year.
My client is currently looking for an IFA Client Services Manager to join their team in Wilmslow.
The Role Be the primary point of contact between their Financial Planners and clients, ensuring their needs are met and their expectations exceeded.
Your role will encompass a diverse range of responsibilities aimed at fostering strong client relationships, driving customer satisfaction, and maximising retention and revenue.
You will work closely with all members of the Operations Management Team and will support the Head of Client Services.
Collaborate closely with the wider Operations Team, Sales, Marketing and Finance and coordinate efforts to deliver seamless experiences and exceed client expectations.
Monitor Key Performance Indicators for the direct team with consideration being made to client satisfaction scores, client retention rates and revenue growth.
Act as a strong advocate for clients; championing their interests and feedback to ensure their voices are heard.
Advocate for necessary support and resources to address client needs effectively.
Stay up to date on industry trends, market dynamics and competitor activities to maintain a competitive edge.
Continuously seek opportunities to enhance processes, systems, and services to better serve clients and drive business growth.
Knowledge and Experience Required Experience in an IFA/Wealth Management environment.
Knowledge of the financial planning market including products and services.
Working knowledge of FCA Rules Previous management experience in an IFA/Wealth Management environment.
Strong interpersonal skills are essential for building and maintaining positive relationships with clients, direct teams, and Financial Planners.
Empathetic, patient, and skilled in conflict resolution to address client concerns effectively and manage team dynamics.
Commitment to professionalism, integrity, and confidentiality in handling sensitive information.
Flexibility to adapt to changing business needs and priorities.
Ability to coach, mentor and develop team members effectively.
Ability to identify issues, analyse root causes and develop innovative solutions.
Strong problem-solving skills enable the ability to navigate challenges and deliver value to our clients.
Company Benefits Death in Service Income Protection Pension Holiday trading with the option to purchase more Dental cover Critical Illness cover Partner Life Cover Health Cash Plan Benenden Health – individual or family cover Bluecrest Health Screening Sodexo retail discounts Cycle to Work scheme
IFA Client Services Manager employer: IDEX Consulting Ltd
IDEX Consulting Ltd is an excellent employer that values innovation and integrity, offering a dynamic work culture where compliance and operational excellence are at the forefront of business growth. With flexible working arrangements and a commitment to employee development, team members are empowered to shape processes and drive meaningful change within the insurance sector. Join us in a role that not only challenges you but also rewards your contributions in a supportive environment.
