Client Services Manager

Due to a promotion within our team, we are seeking a highly motivated and experienced Client Services Manager. As a Client Services Manager, you will be responsible for overseeing the delivery of exceptional service to our clients. You will work closely with our clients to understand their needs and ensure their satisfaction. This is a key role at Kingsland Wealth Management and we are looking for someone who is detail-oriented, analytical, and has excellent communication skills., · Serve as the main point of contact for clients, addressing any requests

· Prepare client packs for the advisers annual planning meeting, new client meeting or implementation meeting

· Processing of new business

· Monitor client accounts and provide regular updates on progress

· Answer calls and deal with clients and third-party queries

· Manage task lists and prioritise workload within deadlines

· Regularly communicate and update clients

· Schedule and manage adviser diaries for client meetings and ensure the relevant paperwork is prepared

· Update the CRM system (Intelliflo)

· Ensure that business is conducted in a responsible, compliant, and timely manner, meeting all internal and external legislative requirements

· Experience working in financial services

· Use of Microsoft Office

· Ability to work well under pressure

· Ability to prioritise and organise

· Working knowledge of investment platforms

· Excellent attention to detail

· Ability to build strong relationships with clients

Kingsland Wealth Management is an established Chartered Financial Planners committed to a client-first approach. Our values align with a professional code of ethics.

At Kingsland Wealth Management, we help our clients make sense of their options and create a financial plan that gives them freedom and security. We look after our clients in a way many other firms choose not to. We focus on getting to know them and what they want to achieve at every stage of their life.

We ensure our clients' finances are always working hard for them, from tax planning and investment strategies to exiting a business or planning for retirement. We create financial plans for life.

We are proud and honoured to partner with some fantastic charities and projects that positively impact lives daily.

We offer competitive compensation packages including benefits such as health insurance, retirement plans, and paid time off. This is a full-time position with opportunities for career growth.

Remuneration and Benefits

· 20 days holiday plus birthday day off and Christmas/New Year closure

· After 5 years holiday increases incrementally to 25 days over 5 years

· Auto-enrolment Pension

· Private Medical Insurance and Death in Service after 12 months of service

· Staff bonus scheme up to 20% of salary

· Study and exam support

· Opportunity to get involved in volunteering to help the community and team social events

· Be part of a successful financial planning business looking to double in size in the next 5 years