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 Wilmslow focused on client satisfaction and relationship building.
- Benefits: Enjoy great perks like health cover, pension, and flexible holiday options.
- Other info: Opportunity to coach and develop your team in a supportive environment.
- Why this job: Make a real difference by advocating for clients and driving business growth.
- Qualifications: Experience in IFA/Wealth Management and strong interpersonal skills are essential.
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 in Wilmslow 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.
