Client Support Manager

LocationBristol Salary £30000 - £40000 TypePermanent WorkplaceOn-Site Ref86766 Recruiter Managing This Role Client support managerUp 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 Experience 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.
Benefits: Private Medical Insurance Employee Pension Scheme 24 days Annual Leave Dental Insurance Life Assurance Health cash plan