Recruit UK
London, UK
Client Services Manager Location: Remote Salary: £38,000 - £45,000 Reference: 10232 A boutique financial planning firm based in East London is looking to hire an experienced Client Services Manager or Senior Financial Planning Administrator to become a key operational support within the business. The firm has a clear growth trajectory, within the next four years , while maintaining a small, high-quality team. This role offers the opportunity to become the operational backbone of the firm , supporting the adviser and helping ensure the business runs efficiently behind the scenes. The Role You will play a central role in managing client administration and ensuring smooth operational processes across the business. Key responsibilities include: Managing the client onboarding process from fact find through to implementation Handling platform administration including pensions, ISAs, GIAs and drawdown Managing Letters of Authority (LOAs) and provider...