Client Service Manager - 6 Month FTC - Isle of Man

at  Transact

JOB DESCRIPTION

Are you looking for an opportunity to gain experience in a fast-paced small office environment? If so, we are looking for a Client Service Manager to work in our Isle of Man office on a 6 month FTC basis!
From our base in the Isle of Man IntegraLife International issue and administer offshore business for the Transact platform. Transact is the leading independent investment wrap platform in the UK. Established in 2000, we have over £62 billion of funds under direction (as at June 2024) on behalf of over 7,900 advisers and 234,000 investor clients. Our service includes an online platform, owned and built by us, and dedicated regional adviser support to help bring clients’ assets and investments together in a smarter, more tax efficient way. We offer access to a wide range of tax wrappers (including offshore investment bonds, ISAs, and pensions) and funds which advisers use to build client investment portfolios. Portfolio valuations, purchases and sales are all supported via Transact Online which is available 24/7. Our parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index.
Our Client Service Managers are integral to the success of our business, representing our award winning financial services company on a daily basis. Within the role you will be assisting our financial advisers on a wide variety of queries, providing guidance and support and importantly building rapport to encourage and foster ongoing relationships.

Please refer the Job description for details