Financial Planning - Client Services Manager

*Excellent Career Move Opportunity!*

If you have experience in a financial planning or advisory practice and seek an exciting new career challenge… this role is not to be missed!

Rare opportunity - Join a multi award-winning practice specialising in High Net Worth and Ultra High Net Worth client work.

Established >30 years, this is a thriving practice with an impressive clientele and industry reputation; now seeking to appoint a key strategic new team member.

In this role, you will play a crucial part in the delivery of services to HNW and UHNW, working alongside a leading Advisor; as well as overseeing a small team and inputting to the strategic development of processes across the company.

Day-to-day your role will include:-
Overseeing the delivery of highly personalised service to HNW and UHNW clients
Organising and attending yearly and ad hoc client reviews, alongside the Lead Advisor.
Preparing technical documents such as suitability letters and advice reports.
Providing information and support to clients, related to strategies and products such as tax planning, family offices/groups, estate and inheritance planning, trusts and more.
Assisting to plan and manage client events on behalf of the practice.
Leading, guiding and coaching to team members.
Briefing and overseeing the execution of financial advice actions including risk and compliance, investment, pension.
Database and record management, ensuring compliance and accurate up to date information.
Identifying areas of process improvement and working with Practice Manager to implement.

This is a dynamic and impactful role for someone with experience and passion for financial planning, to work for a fantastic, expanding local company.

Superb office environment near to Tunbridge Wells with free parking on-site, great transport links and flexible hybrid working options

Salary £45-55,000
+ benefits including health & wellbeing programme, support to further training and qualification, great holiday allowance and more!

Could be an ideal role for someone working in a similar role in London or further afield and hoping to migrate their career locally… or someone seeking a next career step in responsibility into a leadership level role.

Applicants must be based within reasonable commute to Tunbridge Wells, and should have a background of relevant experience in a financial planning / advisory environment. Could suit a current Client Services Executive or Manager; an Operations or Practice Manager; or a Paraplanner seeking their next step…! Or indeed a current advisor, looking to move into a client service and operations role.

If this role sounds an interesting to you… apply immediately with your CV to avoid missing out, or better, contact Tabby Hall in our Tunbridge Wells offices to discuss in confidence.