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- Tasks: Lead a team of 11 IFA Administrators to deliver top-notch client service.
- Company: Join a dynamic, privately owned firm of Independent Financial Advisers in Birmingham.
- Benefits: Enjoy up to £45,000 salary, 25 days holiday, and an annual performance bonus.
- Why this job: Be the key contact for clients, driving satisfaction and building strong relationships.
- Qualifications: 5+ years in client service roles with leadership experience in IFA or Wealth Management.
- Other info: Opportunity for growth and development in a supportive team environment.
The predicted salary is between 36000 - 54000 £ per year.
Up to £45,000
Birmingham
25 Days holiday which increases based on length of service + your Birthday
Pension
Annual performance related bonus
Our client, a privately owned firm of Independent Financial Advisers currently have an opportunity for a 'Client Services Manager' to join their growing organisation. The purpose of this role will be to support the delivery of an effective Administration team consisting of 11 IFA Administrators and to ensure standards are implemented and maintain a superior service. The Client Service Manager is responsible for overseeing client service team and client relationships, ensuring exceptional service delivery. This role serves as the primary point of contact between the company and its financial services clients, managing expectations, addressing concerns, and driving client satisfaction and retention.
Responsibilities:
- Line Management of Client Service Team
- Conduct Performance Reviews with Client Service Team
- Provide ongoing MI to Management on all Client Service Team Activity
- Provide Training and Mentoring to all Client Service Team
- Assist with HR and Recruitment (where necessary) of Client Service Candidates
- Establish and Maintain all administration processes
- Develop and maintain strong relationships with assigned financial services clients through regular communication and engagement
- Serve as the primary point of contact for client inquiries, requests, and issue resolution
- Collaborate with internal teams to ensure timely delivery of services and solutions that meet client needs, within service level agreements
- Monitor client satisfaction and proactively address potential concerns before they escalate
- Create and deliver regular service reviews, performance reports, and business reviews to clients
- Identify opportunities for account growth and work with sales teams to develop upsell/cross-sell strategies
- Ensure compliance with regulatory requirements and internal policies in all client interactions
- Develop a deep understanding of clients' business objectives and financial needs
- Manage client onboarding processes and transitions for new accounts
- Track and analyse client service metrics to identify trends and improvement opportunities
- Maintaining quality control
Preferred Experience / Qualifications:
- 5+ years of experience in client service roles within an IFA / Wealth Management Firm
- Leadership experience managing client service teams
- Must have expansive knowledge of CRM systems (Ideally Intelligent Office)
- Must have expansive knowledge of Investment Platforms
- Must have expansive knowledge of Discretionary Portfolio Service
If this seems like a role you are interested in then apply online or for further information contact one of our specialist consultants quoting reference NJR15743.
IFA ADMINISTRATTION TEAM MANAGER employer: NJR Recruitment
Contact Detail:
NJR Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA ADMINISTRATTION TEAM MANAGER
✨Tip Number 1
Familiarise yourself with the specific CRM systems and investment platforms mentioned in the job description. Having a solid understanding of these tools will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Highlight your leadership experience in previous roles, especially if you've managed client service teams. Be prepared to discuss your management style and how you've successfully led teams to achieve high levels of client satisfaction.
✨Tip Number 3
Research the company’s values and client service philosophy. Understanding their approach will help you align your answers during interviews and show that you're genuinely interested in contributing to their mission.
✨Tip Number 4
Prepare examples of how you've handled client inquiries and resolved issues in the past. Being able to share specific instances where you've improved client satisfaction or streamlined processes will set you apart from other candidates.
We think you need these skills to ace IFA ADMINISTRATTION TEAM MANAGER
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client service roles, particularly within IFA or Wealth Management firms. Emphasise any leadership experience and familiarity with CRM systems and investment platforms.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific experiences that demonstrate your ability to manage a client service team and improve client satisfaction.
Highlight Key Skills: In your application, focus on key skills such as performance management, client relationship building, and compliance knowledge. Use examples to illustrate how you've successfully applied these skills in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the role of Client Services Manager.
How to prepare for a job interview at NJR Recruitment
✨Showcase Your Leadership Skills
As a potential IFA Administration Team Manager, it's crucial to demonstrate your leadership experience. Be prepared to discuss specific examples of how you've successfully managed teams in the past, including any performance reviews or training initiatives you've implemented.
✨Understand Client Relationship Management
Familiarise yourself with CRM systems, particularly Intelligent Office, as well as investment platforms. During the interview, highlight your knowledge and experience in managing client relationships and how you ensure exceptional service delivery.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and client management skills. Prepare scenarios where you've had to address client concerns or improve service delivery, showcasing your proactive approach to client satisfaction.
✨Demonstrate Compliance Knowledge
Since compliance is key in financial services, be ready to discuss your understanding of regulatory requirements and internal policies. Share examples of how you've ensured compliance in previous roles, which will reassure the interviewers of your capability to maintain high standards.
