Are you a highly experienced IFA Administrator with a strong background in managing teams? We have an exciting opportunity for a Client Services Manager to join a prestigious multi-family office based in Mayfair, working with Ultra High Net Worth (UHNW) clients. This is a unique role that offers exposure to fascinating clients and complex cases, providing a great opportunity to further develop your career in a dynamic environment.
Salary: £55,000 - £65,000 per annum (DOE)
Benefits: Hybrid working, discretionary bonus, pension, income protection, and death in service (DIS) insurance.
Location: Mayfair (Hybrid)
Key Responsibilities:
- Client Relationship Management: Acting as the primary point of contact for clients, ensuring all inquiries are resolved promptly and professionally.
- Service Delivery: Overseeing the client service team to ensure all client requirements are met with efficiency and accuracy.
- Team Leadership: Managing and mentoring the client service administrators, ensuring best practices and high standards of client service.
- Support for Financial Planners: Assisting with the preparation of documents and reports for client meetings, and ensuring smooth coordination of meetings and events.
- Administrative Oversight: Maintaining up-to-date client records and ensuring all activities comply with regulatory standards and company policies.
Essential Experience and Skills:
- Minimum 5 years' experience in an IFA administrative role, with a focus on whole of market financial planning.
- Proven experience in managing and leading a client services or administrative team within financial services.
- Proficiency in financial planning software and CRM systems (e.g., Intelligent Office).
- Strong organizational skills, attention to detail, and ability to handle multiple tasks in a fast-paced environment.
- Excellent communication skills with a client-centric approach.
Personal Attributes:
- A proactive and self-motivated individual with a passion for delivering outstanding client service.
- Strong leadership qualities with the ability to mentor and develop team members.
- High level of integrity, professionalism, and a commitment to continuous improvement.
If you are an experienced IFA Administrator with a proven track record of team management and are looking to take the next step in your career, we want to hear from you!
Application Process:
Please apply via the link provided. Successful candidates will be required to complete a Talent Assessment as part of the interview process.
Sector:
- Financial Services
- Financial Planning
