This job offer is not available in your country.
Client Support Manager
Heat RecruitmentBristol19 days ago
Salary
£33,000.00 yearly
Job type
- Permanent
Job descriptionExperience within a regulated financial services environment, with knowledge of FCA requirements and the financial services sector.Proven experience managing an administration team, ensuring high levels of service and operational efficiency.Strong understanding of compliance, risk, and governance within financial services operations.Progress towards a regulated diploma in Financial Planning (QCF Level 4) or equivalent is preferred.Familiarity with Intelligent Office or similar client management systems is highly desirable.
Location
Bristol
Salary £30000 - £40000 TypePermanent WorkplaceOn-Site Ref86766
Recruiter Managing This Role
Client support manager
Up to £55,000
Hybrid Harrogate
Job Responsibilities
- Ensure the companys culture and values are embedded within the team, promoting a collaborative, supportive, and high-performance work environment.Lead, coach, and support the client administration team, ensuring high motivation and performance across all roles.Oversee the efficient management of client records within the Intelligent Office system, ensuring compliance with internal standards and regulatory requirements.Maintain a focus on continuous process improvement, ensuring that workflows are optimised without sacrificing quality or service delivery.Build and maintain strong, trusted relationships with advisers, clients, internal teams, and external providers.
Requirements
Benefits :
Private Medical Insurance
Employee Pension Scheme
24 days Annual Leave
Dental Insurance
Life Assurance
Health cash plan