IFA Client Servicing
6 days ago
Exeter
Client Services Manager – Exeter – Up to £30,000 We are working with a highly reputable, people-focused financial planning firm based in central Exeter who are seeking a confident and client-centred Client Services Manager to join their close-knit team. This is an excellent opportunity for someone who thrives in a relationship-led environment, enjoys being at the heart of client interaction, and wants to build a long-term career within financial planning. You'll work side-by-side with advisers, paraplanners and the wider client services team, becoming an integral part of live client meetings and the advice process. Benefits • Salary up to £30,000, • 11% pension contribution, • Company performance bonus, • 4x death in service, • Exam support and funding for those who want to progress, • Managing client onboarding, LOAs and new business processing, • Handling investment trades, withdrawals and fund instructions, • Preparing documentation, booking meetings and managing adviser diaries, • Maintaining accurate client and provider records, • Working closely with paraplanners and planners to support all client activity, • Meeting and greeting clients, attending meetings and taking notes, • Ge...