IDEX Consulting Ltd
IFA Client Services Manager
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
IFA Client Services Manager
My client is currently looking for an IFA Client Services Manager to join their team in Wilmslow.
The Role
Be the primary point of contact between their Financial Planners and clients, ensuring their needs are met and their expectations exceeded.
- Your role will encompass a diverse range of responsibilities aimed at fostering strong client relationships, driving customer satisfaction, and maximising retention and revenue.
- You will work closely with all members of the Operations Management Team and will support the Head of Client Services.
- Collaborate closely with the wider Operations Team, Sales, Marketing and Finance and coordinate efforts to deliver seamless experiences and exceed client expectations.
- Monitor Key Performance Indicators for the direct team with consideration being made to client satisfaction scores, client retention rates and revenue growth.
- Act as a strong advocate for clients; championing their interests and feedback to ensure their voices are heard. Advocate for necessary support and resources to address client needs effectively.
- Stay up to date on industry trends, market dynamics and competitor activities to maintain a competitive edge. Continuously seek opportunities to enhance processes, systems, and services to better serve clients and drive business growth.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Knowledge and Experience Required
- Experience in an IFA/Wealth Management environment.
- Knowledge of the financial planning market including products and services.
- Working knowledge of FCA Rules
- Previous management experience in an IFA/Wealth Management environment.
- Strong interpersonal skills are essential for building and maintaining positive relationships with clients, direct teams, and Financial Planners.
- Empathetic, patient, and skilled in conflict resolution to address client concerns effectively and manage team dynamics.
- Commitment to professionalism, integrity, and confidentiality in handling sensitive information.
- Flexibility to adapt to changing business needs and priorities.
- Ability to coach, mentor and develop team members effectively.
- Ability to identify issues, analyse root causes and develop innovative solutions.
- Strong problem-solving skills enable the ability to navigate challenges and deliver value to our clients.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Company Benefits
- Death in Service
- Income Protection
- Pension
- Holiday trading with the option to purchase more
- Dental cover
- Critical Illness cover
- Partner Life Cover
- Health Cash Plan
- Benenden Health – individual or family cover
- Bluecrest Health Screening
- Sodexo retail discounts
- Cycle to Work scheme
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills