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- Tasks: Be the go-to person for clients, ensuring top-notch service and support.
- Company: Join a boutique investment management group known for bespoke financial advice.
- Benefits: Enjoy hybrid working, competitive salary, and a supportive team environment.
- Why this job: Shape client experiences in a values-driven firm focused on integrity and professionalism.
- Qualifications: 5+ years in client services or paraplanning; Diploma in Financial Planning required.
- Other info: Opportunity for occasional travel to London and York offices.
The predicted salary is between 36000 - 60000 £ per year.
Client Services Manager
Location: Birmingham (Hybrid), with occasional travel to London and York offices
Contract Type: Full-time, Permanent
Salary: Negotiable, dependent on experience
Are you a client-focused financial services professional looking to take the next step in your career? A boutique investment management group with specialist wealth planning businesses, renowned for delivering bespoke advice and exceptional service to a high-net-worth client base, is looking for a Client Services Manager to join their growing team.
In this pivotal role, you will often be the first point of contact for clients, playing a central role in shaping their experience and building trusted, long-term relationships. You will also provide key support in the delivery of holistic financial planning services across a range of areas including tax, investments, retirement, and estate planning.
This is a rare opportunity to join a close-knit, values-led firm that places integrity, professionalism, and client care at the core of everything it does.
Key Responsibilities:
- Serve as the primary contact for clients, maintaining strong, proactive relationships
- Support financial planners across all areas of advice, including tax, investment, retirement, and estate planning
- Prepare for and attend client meetings, producing accurate notes and follow-up documentation
- Coordinate the preparation of suitability reports with outsourced providers
- Conduct regular client portfolio reviews and ensure timely updates based on changing priorities
- Ensure the seamless implementation of recommendations with a strong focus on accuracy and quality
- Maintain up-to-date knowledge of financial planning tools, platforms, and regulatory developments
- Collaborate closely with colleagues across the group to ensure a cohesive client service approach
About You:
- Minimum of 5 years’ experience in a paraplanning, client services, or similar financial planning role
- Diploma in Financial Planning (or equivalent) is essential
- High level of proficiency in Microsoft Office and financial planning tools (e.g., FE Analytics, Selectapension, CashCalc, AJ Bell, Aegon)
- Strong organisational skills and keen attention to detail
- Excellent communication and interpersonal abilities
- A client-centric approach with a commitment to delivering first-class service
- Chartered or part-chartered status would be advantageous
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Client Services Manager employer: Pratap Partnership Ltd
Contact Detail:
Pratap Partnership Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Manager
✨Tip Number 1
Network with professionals in the financial services industry, especially those who have experience in client management roles. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture at firms like ours.
✨Tip Number 2
Familiarise yourself with the latest trends and tools in financial planning, such as FE Analytics and CashCalc. Being well-versed in these platforms will not only boost your confidence but also demonstrate your commitment to staying current in the field.
✨Tip Number 3
Prepare to discuss your previous experiences in client services during interviews. Highlight specific examples where you successfully built long-term relationships with clients and how you handled challenging situations to showcase your client-centric approach.
✨Tip Number 4
Research our company values and mission statement thoroughly. Be ready to articulate how your personal values align with ours, particularly around integrity and professionalism, as this will resonate well with our hiring team.
We think you need these skills to ace Client Services Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client services and financial planning. Emphasise your ability to build relationships and provide exceptional service, as these are key aspects of the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your understanding of the financial services industry. Mention specific experiences that demonstrate your skills in managing client relationships and supporting financial planners.
Highlight Relevant Qualifications: Clearly state your qualifications, such as your Diploma in Financial Planning, and any other relevant certifications. If you have chartered status or equivalent, make sure to mention it prominently.
Showcase Your Skills: In your application, highlight your proficiency in Microsoft Office and any financial planning tools mentioned in the job description. Provide examples of how you've used these tools to enhance client service or improve processes.
How to prepare for a job interview at Pratap Partnership Ltd
✨Know Your Client Services
Make sure you understand the key responsibilities of a Client Services Manager. Be prepared to discuss how you would maintain strong relationships with clients and support financial planners in various areas of advice.
✨Showcase Your Experience
Highlight your relevant experience, especially if you have over five years in paraplanning or client services. Be ready to provide examples of how you've successfully managed client relationships and delivered exceptional service.
✨Demonstrate Financial Knowledge
Brush up on your knowledge of financial planning tools and regulatory developments. Be prepared to discuss specific tools you’ve used, like FE Analytics or CashCalc, and how they’ve helped you in your previous roles.
✨Emphasise Communication Skills
Since this role requires excellent communication and interpersonal abilities, think of examples where you've effectively communicated complex information to clients. Show that you can build trust and rapport easily.
