Client Services Manager

Job : Client Services Manager

Location : Southampton, Whiteley Fareham Hampshire

Salary : Up to £25,000 depending on experience + Bonuses

Hours : 09 : 00 – 17 : 30 Monday – Thursday & 9 : 00 to 17 : 00 on a Friday. 1 late evening fortnightly until 19 : 00.

About the company :

Contractor Wealth is tight-knit team dedicated to helping independent professionals make the most of their money. As part of a specialist financial advice firm, we pride ourselves on building personal relationships and providing tailored guidance to support clients’ financial goals. With a friendly, collaborative approach, our team works closely together and with every client to make financial planning straightforward, practical, and effective.

Purpose of the role :

As a Client Services Manager role will be working directly with the Head of Sales Support, & Senior Administrator to help support the Financial Planners, Para-planners and wider team. We are looking for an administrator with exceptional organisational and customer service skills.

What’s on offer :

• Starting salary of up to £25,000 depending on experience.
• Quarterly bonuses
• Hybrid working (1 day a week in the office)
• 22 Days Holidays increasing with length of service + Bank holidays.
• Death in Service
• Company wide Summer & Christmas events.
• Pension Scheme

Skills and knowledge :

Key Responsibilities :

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