Financial Services Manager
4 days ago
We are seeking a detail-oriented and client-focused professional to manage and support our clients' existing business portfolio. This role involves handling financial valuations, investment switches, withdrawal requests, and addressing day-to-day client inquiries related to their existing policies.
**Key Responsibilities:**
- Provide exceptional client service and support to our wealth management clients.
- Assist in the preparation of financial plans, reports, and other documentation.
- Manage client queries and ensure timely resolution.
- Maintain accurate records and ensure compliance with regulatory requirements.
- Collaborate with financial advisors and other team members to ensure seamless service delivery.
**Key Requirements:**
- QFA or APA qualification.
- 2-3 years' relevant experience in a similar role, preferably within a Financial Advisory firm or Life & Pensions Broker.
- High level of attention to detail with strong numerical skills.
- Excellent communication skills, both written and verbal.
- Strong analytical and problem-solving abilities.
- Proficiency in MS Office and financial planning software.
- Ability to work independently and as part of a team.
**Benefits:** Hybrid working, pension contribution, Life cover, Income Protection
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