Job Information

A Manchester City Centre based Independent Financial Advisers are seeking a new Client Support Manager. Reporting to the Operations Manager and working closely with the Review Manager you will be responsible for the day to day oversight and management of the Client Support Team.

Day to day duties will include:

• •                 To act as first point of contact for queries, manage workloads within the team and identify training needs and areas for continuous improvement.
• •                 To hold regular one to one meetings with individuals and conduct the annual appraisal for your team.

In addition, the successful Client Support Manager will also perform the usual duties of a Senior Client Support role and therefore should be confident and have experience of:

• •                 Acting as a point of contact for clients
• •                 Obtaining all pre-sale documentation including quotations etc
• •                 Product and Fund Research
• •                 Collating information from product providers on clients existing arrangements
• •                 Preparing client review documentation/valuation reports
• •                 Processing new business applications
• •                 Processing switches, surrenders, withdrawals & servicing requests
• •                 General administration and office duties
• •                 Updating and managing the client database

Benefits and details:

• ·        Great opportunity to build a career within the Financial Services sector
• ·        A chance to work for a company with great future prospects
• ·        Options for support towards study for recognised financial services qualifications as your career develops
• ·        Working hours 9am – 5pm Monday to Friday
• ·        HR contributes 5% into your pension (After 3 months)
• ·        2x Salary Death in Service (After 3 months)
• ·        22 days holiday plus bank holidays. (At Christmas the office shuts down for a week, but you only have to use 2 of your holidays to have the whole week off)
• ·        Bonus Scheme
• ·        Each exam passed you can get a bonus of up to £100 per exam

To be successful you will have experience of working within an IFA practice doing most if not all of the tasks listed above, and have experience of managing/supervising others.


For more information contact Richard on 07852419897 or email Richard.kunman@cameron-james.co.uk