Client Services Manager

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.

Duties and responsibilities

This varied role includes responsibilities in client service, client administration and client reviews.

Your duties will include but not be limited to:

• Creating and maintaining accurate client records on back-office systems, platforms and other IT systems, e.g. cashflow & risk profiler.
• Preparing client documentation and correspondence.
• Obtaining illustrations and application forms.
• Producing portfolio valuations.
• Undertaking Fund switches, rebalances, top-ups and withdrawals.
• Being a friendly and professional point of contact for clients and enquiries.
• Ensuring action points resulting from client meetings are dealt with in a timely manner.
• Ensuring compliance with business standards and procedures.

Salary & Benefits:

The successful candidate will receive a basic salary of up to £35,000.

Other benefits include:

• 23 Days Holiday, plus Bank Holidays
• Pension scheme
• Full professional study support
• Flexible working policy (around the core hours of 10 am-4 pm)
• Personal development days (1 day per quarter) – this includes doing something to better yourself or those around you.

What does the successful candidate look like?

Essential

• Have a background in financial planning gained within an IFA/financial planning firm, provider, wealth manager or platform.

Desirable

• Experience as a Financial Planning Administrator
• Progress with Diploma exams
• Experience with Transact platform.
• Ability to explain financial concepts clearly.
• Numerical skills
• Strong Attention to detail
• Comfortable conversing naturally and positively with clients to understand their motivations.
• Experience with report writing.
• Compassionate, empathetic, and able to build relationships.

Location: Bushey, Hertfordshire

Experience (Essential): experience working within a Financial Planning Firm.

Type of role: Full Time, Permanent