Client Services Manager

Description, duties, responsibilities

In 1984, John Joseph set up John Joseph Financial Services who for nearly 40 years have helped families to feel secure and relaxed when it comes to their financial life. They are continuing to build a team that celebrates each other's wins and offers support through challenging times. At JJFS they believe that true wealth is the freedom to have joyful experiences, to give & share with family and to enjoy financial security.

This is an opportunity to work in a collaborative environment to empower you to have a positive impact whilst supporting all aspects of a successful business. Joining this close-knit team will provide you with varied responsibilities and the chance to take ownership to be a valuable team member.

Join this Collaborative Team: This is your opportunity to make a positive impact in a supportive, close-knit team. You'll enjoy diverse responsibilities and the chance to take ownership in a successful business environment.

Duties and Responsibilities:

In this diverse role, you will be responsible for various aspects of client service, administration, and reviews. Your key responsibilities will include:

• Maintain accurate client records.
• Prepare client documentation and correspondence.
• Obtain illustrations and application forms.
• Produce portfolio valuations.
• Manage fund switches, rebalances, top-ups, and withdrawals.
• Provide friendly and professional client support.
• Ensure timely action on client meeting outcomes.
• Maintain compliance with business standards.

Qualifications: Essential:

• Background in financial planning.
• Experience within an IFA/financial planning firm, provider, wealth manager, or platform.

Desirable:

• Financial Planning Administrator experience.
• Progress with Diploma exams.
• Experience with the Transact platform.
• Clear communication of financial concepts.
• Strong numerical skills.
• Meticulous attention to detail.
• Proficient in client interactions.
• Report writing experience.
• Compassionate and empathetic relationship builder.

Location: Bushey, Hertfordshire

Type: Full-Time, Permanent

Other benefits

Salary & Benefits:

• Up to £35,000 basic salary.
• 23 Days Holiday + Bank Holidays.
• Pension scheme.
• Full professional study support.
• Flexible working (core hours: 10 am - 4 pm).
• Personal development days (1 day per quarter).

Personality requirements and skills

Qualifications: Essential:

• Background in financial planning.
• Experience within an IFA/financial planning firm, provider, wealth manager, or platform.

Desirable:

• Financial Planning Administrator experience.
• Progress with Diploma exams.
• Experience with the Transact platform.
• Clear communication of financial concepts.
• Strong numerical skills.
• Meticulous attention to detail.
• Proficient in client interactions.
• Report writing experience.
• Compassionate and empathetic relationship builder.