At a Glance
- Tasks: Lead daily operations and enhance client service in a dynamic financial services environment.
- Company: Established financial services business near Horsham with a collaborative culture.
- Benefits: Competitive salary, professional development, and the chance to shape processes.
- Other info: Opportunity for career growth in a supportive and organised setting.
- Why this job: Make a real impact by improving client experiences and leading a dedicated team.
- Qualifications: Experience in financial services administration and strong leadership skills.
The predicted salary is between 40000 - 50000 £ per year.
An established and growing financial services business is seeking an experienced Operations and Client Services Manager to oversee administrative functions and ensure the smooth running of daily operations, near Horsham. This is a hands-on leadership role, responsible for managing workflow, maintaining client service standards, and supporting advisers and paraplanners in delivering an exceptional client experience. The position reports directly to the Managing Director and offers the opportunity to help shape processes and standards within a professional and collaborative environment.
Key Responsibilities
- Manage day-to-day operational and client service activity within the business.
- Oversee and allocate workflow for the administrative team.
- Support advisers and paraplanners with all aspects of client administration and documentation.
- Maintain and enhance internal processes, templates, and systems.
- Lead, train, and mentor administrators to ensure high levels of performance and consistency.
- Prepare client review packs, valuations, and reports.
- Communicate with clients and product providers via phone and email in a professional manner.
- Ensure compliance with internal procedures and FCA requirements.
- Assist with strategic and ad-hoc projects as required.
About You
You’ll be an experienced financial services administrator or operations professional who thrives in an organised, detail-driven role. You’ll bring a proactive approach, confident leadership skills, and a genuine commitment to providing an excellent client experience.
Essential skills and experience:
- Proven background in financial services administration (ideally within an IFA, wealth management, or financial planning environment).
- Experience in implementing and improving operational processes.
- Strong organisational and leadership skills.
- Excellent written and verbal communication.
- Confident using financial back-office systems and Microsoft Office.
- Ability to manage multiple priorities and work to deadlines.
Operations & Client Services Manager in Horsham employer: Placr Recruitment
Placr Recruitment is an exceptional employer, offering a dynamic hybrid working environment in the picturesque East Sussex. With a strong focus on employee growth and development, the company provides ample opportunities for career progression alongside competitive earning potential, ensuring that every team member feels valued and supported in their professional journey.
StudySmarter Expert Advice🤫
We think this is how you could land Operations & Client Services Manager in Horsham
✨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 lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you showcase why you’re the ideal fit for the Operations & Client Services Manager role.
✨Tip Number 3
Practice your communication skills! Since this role involves a lot of client interaction, being able to articulate your thoughts clearly and confidently is key. Consider mock interviews or even chatting with friends to refine your approach.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application and get noticed. Plus, it shows you’re genuinely interested in joining our team!
We think you need these skills to ace Operations & Client Services Manager in Horsham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in financial services administration and any leadership roles you've had. We want to see how you can bring your unique flair to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Operations & Client Services Manager role. Share specific examples of how you've improved operational processes or enhanced client experiences in your previous roles.
Showcase Your Communication Skills:Since excellent written communication is key for this role, make sure your application is clear and professional. We love a good story, so don’t hesitate to share your experiences in a way that engages us and shows off your personality!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about who we are and what we do!
How to prepare for a job interview at Placr Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and the specific operations involved. Familiarise yourself with common processes, compliance requirements, and the tools used in the industry. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Leadership Skills
Since this role involves managing a team, be prepared to discuss your leadership style and experiences. Think of examples where you've successfully led a team or improved processes. Highlight how you’ve mentored others and maintained high performance levels, as this will resonate well with the interviewers.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills and ability to handle client interactions. Prepare examples from your past experiences where you’ve dealt with challenging situations, ensuring you demonstrate your proactive approach and commitment to excellent client service.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the company and the role. Inquire about their current operational challenges or how they measure success in client services. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
