17 Oct
Eden Scott
Edinburgh
Job description
My client is a highly reputable and well regarded financial planning firm with regional offices. A new opportunity has become available for an experienced client support manager to join this stable professional firm as they continue to grow.
This is an excellent opportunity if you are already working as IFA support with management experience and are looking to progress your career and undertake additional team management tasks or a client services manager looking for a change.
Duties will include along with workflow management, 1 : 1s and appraisals - day to day administration such as processing applications, chasing outstanding information,
dealing with external companies as well as assisting other support staff with workloads, working alongside your adviser hand in hand, covering both private client and corporate.
Also helping less experienced staff as required.
Ideally you will be working within another IFA and / or experienced in the wealth management sector in a support role with management experience.
You must have various software packages and platform knowledge and take pride in your work, delivering to a high standard.
This is a great opportunity to move to manage a highly experienced team getting involved with workshops, training and development is also a possibility.
In return you will be given a rare role to be a valued part of the practice and also have a competitive basic and all round package the team are warm and it is a friendly yet professional office to work with.
▶️ Team manager, IFA client services manager
🖊️ Eden Scott
📍 Edinburgh