SALARY: UP TO £25,000 DEPENDING ON EXPERIENCE + BONUSES

Hours: 09:00 – 17:30 Monday – Thursday & 9:00 to 17:00 on a Friday. 1 late evening fortnightly until 19:00.

ABOUT THE COMPANY:

Contractor Wealth is tight-knit team dedicated to helping independent professionals make the most of their money. As part of a specialist financial advice firm, we pride ourselves on building personal relationships and providing tailored guidance to support clients’ financial goals. With a friendly, collaborative approach, our team works closely together and with every client to make financial planning straightforward, practical, and effective.
Purpose of the role:
As a Client Services Manager role will be working directly with the Head of Sales Support, & Senior Administrator to help support the Financial Planners, Para-planners and wider team. We are looking for an administrator with exceptional organisational and customer service skills.

SKILLS AND KNOWLEDGE :

• Good time management and organisational skills.
• Able to work within a defined process and compliantly.
• Able to prioritise workloads.
• Have excellent attention to detail and accuracy.
• Articulate in all dealings with clients and stakeholders, verbally and within written communications.
• Ability to work independently and within a team.
• Experience within a financial planning company is preferred but not essential.

• Act as first point of contact for all client enquiries.
• Maintain and update client records on XPLAN and with providers.
• Send recommendation packs to clients on DocuSign.
• Process new business applications, fund switches, rebalances, withdrawals and tops up ensuring compliance, accuracy, and efficiency.
• Sending Letter of Authority to providers and following up on requested information.
• Contact prospective new clients and arrange initial appointments.
• Arrange clients’ annual financial reviews.
• Manage and organise advisers’ diaries.