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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 work options and a supportive, values-driven culture.
- Why this job: Shape client experiences and build lasting relationships in a close-knit team.
- Qualifications: 5+ years in client services or paraplanning; diploma in Financial Planning required.
- Other info: Opportunity for occasional travel to London and York.
The predicted salary is between 36000 - 60000 £ per year.
Location: Birmingham (Hybrid), with occasional travel to London and York
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
- 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
Client Services Manager in Birmingham 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 in Birmingham
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work in client management roles. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture at the boutique investment management group.
✨Tip Number 2
Familiarise yourself with the specific financial planning tools mentioned in the job description, such as FE Analytics and CashCalc. Consider taking online courses or tutorials to enhance your proficiency, which will demonstrate your commitment to the role during interviews.
✨Tip Number 3
Prepare to discuss your experience in building long-term client relationships. Think of specific examples where you successfully managed client expectations and delivered exceptional service, as this aligns closely with the responsibilities of the Client Services Manager role.
✨Tip Number 4
Research the company’s values and recent developments in the financial planning sector. Being able to articulate how your personal values align with theirs will help you stand out as a candidate who is not only qualified but also a good cultural fit for the team.
We think you need these skills to ace Client Services Manager in Birmingham
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: In your cover letter, express your enthusiasm for the position and the company. Mention specific experiences that demonstrate your client-centric approach and how you align with their values of integrity and professionalism.
Highlight Relevant Skills: Clearly outline your proficiency in financial planning tools and Microsoft Office. Provide examples of how you've used these skills in previous roles to support financial planners and enhance client experiences.
Showcase Your Experience: Detail your experience in paraplanning or client services, particularly any roles where you were the primary contact for clients. Use metrics or specific achievements to illustrate your impact in previous positions.
How to prepare for a job interview at Pratap Partnership Ltd
✨Showcase Your Client-Centric Approach
Since the role focuses heavily on client relationships, be prepared to discuss specific examples of how you've successfully built and maintained client relationships in your previous roles. Highlight your commitment to exceptional service and how it aligns with the company's values.
✨Demonstrate Financial Knowledge
Brush up on your knowledge of financial planning tools and regulatory developments relevant to the role. Be ready to discuss your experience with tools like FE Analytics or CashCalc, as well as any recent changes in financial regulations that could impact client services.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle client concerns. Think about past situations where you had to navigate complex client needs or resolve issues, and be ready to explain your thought process and outcomes.
✨Highlight Team Collaboration Skills
The job requires close collaboration with colleagues across the group. Prepare to share examples of how you've worked effectively in a team setting, particularly in delivering cohesive client services. Emphasise your communication skills and ability to support financial planners.
