Client Services Manager

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2018-05-08 13:09:191970-01-01Coast Specialist Recruitment
Job Type Permanent full-time
Area Surrey, UK
Sector INSURANCE - Sales Support
Start Date
Advertiser John Heffernan
Job Ref keh-12568(2)
Job Views 465
Client Services Manager
Leatherhead - £35,000
Tasks / Accountabilities
  • Working with the Financial Planner and Client Services Executive to ensure a smooth running workflow for the team
  • Assist the Financial Planner with all preparatory client analysis and recommendations Action file notes follow up, or delegate work accordingly
  • Prepare suitability letters and implementation reports and liaise with the Paraplanners Pro-actively review the clients financial arrangements with regard to pension, ISA and capital gains allowance
  • Provide financial statements and review documentation to clients
  • Ensure all computerised and written client records are accurately maintained Ensure coherent service delivery between advisers
  • Ensure the Client Services team operates within compliance guidelines
  • Managing the office’s back office system, reviewing new releases and implementing changes
  • Assist in employee appraisals and recruitment as well as help set staff KPIs
  • Manage employee pensions (except for NEST members) Staff holiday approval.
  • A strong understanding of the Financial Services industry across pensions, investments and protection
  • CII Level 4 qualified or working towards this
  • The ability to interact with clients and colleagues in a professional manner
  • Excellent time management, strength in working well under pressure and meeting deadlines
  • Team management experience, strength in delivering through others Demonstrates leadership and influencing skills
  • Strong numeracy and verbal and written communication skills
  • Excellent IT skills in Microsoft Outlook, Word, Excel and Powerpoint. Advisor Office knowledge an advantage.
Job TypeClear
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Contact Coast Specialist Recruitment

Essex Branch:
Coast House
387 London Road
Hadleigh, Essex

Telephone: 01702 713739 |

Surrey Branch:
Aqua House
30 – 32 High Street
KT19 8AH

Telephone: 01372 738020 |

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