Client Support Manager

Client support manager
Up to £55,000
Hybrid – Harrogate
Job Responsibilities

• • Ensure the company’s culture and values are embedded within the team, promoting a collaborative, supportive, and high-performance work environment.
  • Lead, coach, and support the client administration team, ensuring high motivation and performance across all roles.
  • Oversee the efficient management of client records within the Intelligent Office system, ensuring compliance with internal standards and regulatory requirements.
  • Maintain a focus on continuous process improvement, ensuring that workflows are optimised without sacrificing quality or service delivery.
  • Build and maintain strong, trusted relationships with advisers, clients, internal teams, and external providers.

Requirements

• • Experience within a regulated financial services environment, with knowledge of FCA requirements and the financial services sector.
  • Proven experience managing an administration team, ensuring high levels of service and operational efficiency.
  • Strong understanding of compliance, risk, and governance within financial services operations.
  • Progress towards a regulated diploma in Financial Planning (QCF Level 4) or equivalent is preferred.
  • Familiarity with Intelligent Office or similar client management systems is highly desirable.

Benefits:
–          Private Medical Insurance
–          Employee Pension Scheme
–          24 days Annual Leave
–          Dental Insurance
–          Life Assurance
–          Health cash plan