ABOUT US

ASC Financial Solutions Ltd is a thriving, friendly, and professional Independent Financial Adviser (IFA) firm owned by an Employee Ownership Trust – meaning every team member has a stake in our shared success. We’re proud of our supportive culture, exceptional client service, and modern approach to financial advice.
Due to our continued expansion, we an exciting opportunity for a Client Support Manager (CSM) to join our growing team – from ambitious newcomers perhaps with some personal experience along the way of financial services to seasoned professionals with industry qualifications.
Whether you’re new to financial services and eager to learn, or an experienced financial administrator looking to develop your career, we will support you every step of the way – including funding your financial qualifications if you choose to pursue them.

• Manage day-to-day client relationships, ensuring exceptional service and accuracy.
• Liaise with financial product providers, advisers, and internal teams to keep processes running smoothly.
• Support the onboarding of new clients from first contact through to settled relationship.
• Assist with personalised areas of responsibility such as probate administration or life insurance and protection policy administration.
• Prepare documentation for client review meetings.
• Maintain up-to-date client records after all interactions.
• Chase providers for updates and keep clients informed of progress.
• Monitor and update clients and managers on transfers and payments.
• Attend client meetings with advisers, take notes, update fact finds, and issue follow-up reports.
• Schedule and conduct regular agreed client contact.
• Complete prep for meeting, valuations and after meeting summary.
• Action fund switches, ISA allowance usage, and monitor client cash accounts.
• Provide additional support across the office as needed to maintain high service standards.