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For Companies At a Glance
- Tasks: Lead and support a dynamic team in wealth management operations.
- Company: Join a leading national firm with exciting growth plans.
- Benefits: Competitive salary, bonuses, enhanced pension, and career progression opportunities.
- Why this job: Make a real impact in a supportive environment while developing your skills.
- Qualifications: Proven managerial experience in financial services and strong organisational skills.
- Other info: Opportunity for professional development and qualifications in a thriving industry.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
We are proud to be supporting a leading national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of a Client Support Manager to help support the leadership, development and growth of their successful team of paraplanners and administrators.
Responsibilities:
- Providing first class leadership to the administration and operational teams.
- Oversee day-to-day office operations, ensuring all administrative activities run smoothly
- Ensure client records and back office systems are updated, ensuring data accuracy and confidentiality
- Manage and prioritise workloads ensuring a smooth and efficient operation, in particular during busy periods.
Experience:
- Candidates need to have proven managerial or supervisory experience within a wealth management or financial services environment.
- You will have demonstrable experience managing administration and / or paraplanning teams
- A working knowledge of Intelligent Office (IO) or similar client management systems (CRM) is desirable.
- You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills.
In return our client is looking to offer a competitive basic salary as well as an excellent benefits package including bonus, enhanced pension, and plenty of opportunities for career progression and support with professional development / qualifications.
Client Support Manager (Wealth Management) employer: Switch Recruitment
Contact Detail:
Switch Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Manager (Wealth Management)
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for a Client Support Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to client support and be ready to discuss how your managerial experience aligns with their values. This shows you're genuinely interested and not just another candidate.
✨Tip Number 3
Practice your leadership stories! Be ready to share specific examples of how you've successfully managed teams in the past, especially in busy periods. Highlighting your ability to keep operations running smoothly will make you stand out.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills. Plus, it shows you're proactive and serious about landing that Client Support Manager position.
We think you need these skills to ace Client Support Manager (Wealth Management)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Support Manager role. Highlight your managerial experience in wealth management and any relevant skills that match the job description. We want to see how you can lead and support teams effectively!
Showcase Your Experience: In your cover letter, showcase your experience managing administration or paraplanning teams. Use specific examples to demonstrate how you've successfully overseen operations and improved efficiency in previous roles. This is your chance to shine!
Highlight Relevant Skills: Don’t forget to mention your knowledge of client management systems like Intelligent Office (IO). If you have any qualifications or are working towards them, make sure to include that too. We love seeing candidates who are committed to their professional development!
Apply Through Our Website: Finally, make sure to apply through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Switch Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and financial planning. Familiarise yourself with the latest trends in the industry, as well as the specific services offered by the company. This will show that you're genuinely interested and prepared.
✨Showcase Your Leadership Skills
As a Client Support Manager, you'll need to demonstrate your managerial experience. Prepare examples of how you've successfully led teams in the past, particularly in high-pressure situations. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Get Comfortable with Tech
Since a working knowledge of Intelligent Office or similar CRM systems is desirable, make sure you’re familiar with these tools. If you have experience with them, be ready to discuss how you've used them to improve efficiency and client satisfaction.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of your interview. This could include inquiries about team dynamics, growth opportunities, or how success is measured in the role. It shows that you're engaged and thinking about how you can contribute to the company's success.
