Client Services Manager

Job Title: Client Services Manager Industry: Financial Services Location: Fareham, Hampshire Salary: £30,000   Job Description: Recruit UK are working on an excellent opportunity for a Client Services Manager in Fareham to join an Independent Financial Advice Firm. The client is looking for a motivated, experienced and enthusiastic Client Services professional to assume responsibility for the shaping and implementation of their on-going client interactions, ensuring all reviews as per their client service charter are met. With proven management and organisational abilities, coupled with demonstrable experience of working within the financial services industry this is a wide and varied role. Ultimately they are looking for someone to provide an amazing service for their clients! You will be required to drive excellent customer care by constantly reviewing and developing service delivery standards. To ensure that all reviews as per the Customer Service Charter are met. Support and drive the implementation of group policies. Support all colleagues to ensure that all service standards are met. To provide an exceptional Customer Service, second to none.   The Review Process Engaging with clients throughout the year to deliver their commitment to those who entrust us with their financial arrangements. Actively manage the Company Diary system for the Client Review procedures Undertake the full Client Service Charter Review process, including the provision of all review reports. This will include reviewing any existing holdings, research, ordering any necessary key features and illustrations, meeting compliance requirements and assisting compliance with any queries, proofreading the report for accuracy and sending the final version out to the required destination. Communicating courteously with customers by telephone, email, letter and face to face. Manage the Client Service Charter Review Process. Build client portfolios and ensure that all switch/ redirection procedures are carried out according to the client’s instructions. Maintain and keep up to date the Client Contact Preference Data Provide help and advice to clients using the organisation’s products or services The job holder will ensure the fair treatment of their customers is at the heart of everything they do, both personally and as an organisation. Ensuring that throughout the organisation, from leadership to front line, the perspective of the client is at the forefront of their thinking. Leading client experience communications both internally and externally Work within the company’s compliance guidelines. Ensure outstanding reviews are chased in a timely manner Manage the implementation of the ISA and Pension allowance tax year-end marketing campaigns and resulting activities are fully undertaken Delivering and implementing their professional services to their clients, including accountancy, legal and general insurance (inc PMI) Ensure that Data Protection and Health & Safety regulations are adhered to Ensure their client records continue to be maintained accurately and reflect their changing circumstances, helping ensure their advice revolves with their lives.   Managerial and Staff Interaction Meeting with other colleagues to discuss possible improvements to customer service. To identify and share best practice, aiming for continuous improvement. Find the root cause of issues and understand what can be done to avoid re-occurrence Maintain relationships with Other Colleagues and Advisers – working closely with Advisers To encourage and actively seek feedback both internal and external to continuously improve performance and service levels. Challenge and escalate any breaches of the above policies and procedures. Provide cover and administration support to the Office in the event of staff shortages. Ensure knowledge of the company’s back office system is consistent with the needs of the staff. Keep abreast of Money Laundering regulations and in-house regulations and updates by reading electronic bulletins, notices and information emails   What’s in it for you: Generous salary circa £30,000 Company benefits include; a pension scheme, dental cover and PMI Assistance with exam support   Skills and experience required: Experience of working within the financial services industry, preferably in a managerial capacity. You will also ideally have some FS qualifications and have a strong understanding of FCA regulations, compliance Mifid rules. The completion of RO1 RO3 and RO6 would be advantageous. Excellent communication and interpersonal skills Strong relationship management skills Knowledge of all financial products Tenacious ability to work alone, under pressure and to meet tight deadlines. Ability to stay focused under pressure – things sometimes seem to happen all at once! Be proficient in using client CRM systems. (CURO) Excellent IT skills – Microsoft Office skills, with a true love for spreadsheets. Accurate report writing skills with great attention to detail They’re looking for someone to own the role, managing this initially on your own yet be able to develop a team as our business grows, and in doing so help get the best out of their clients and the rest of the team.

• With the client always at the forefront of your mind, you’ll drive forward and influence all client communications and work closely with the wider team to identify and share best practice, aiming for continuous improvement.
• You will have the ability to understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved, specifically Internal Controls and any Compliance policy.
• Ensuring compliance with all relevant regulatory, legal and Group requirements.
• Willing to embrace change, the job holder will be confident, well organised, able to work under pressure and be keen to manage the provision of an essential support service.

  Qualifications: You will have attained a Certificate of Administration (life or pensions), or be working towards it if not. Ideally, they would love for someone to be either working towards or have attained QCF Level 4. And if you haven’t quite got there, they’ll assist you.   Recruiters contact info: Name: Angharad Jones Email: [email protected] Tel: 01179170413 WhatsApp/mobile: 07399163970 Job Reference: 13353 About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Advice Firm based in Fareham on a Client Services Manager role.   Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.

  This position is now filled. If you are looking for a position like this, then visit our career consultation page and book a talk with one of our experts to find the perfect job for you.