IFA Client Services Manager

Job description

My client is currently looking for an IFA Client Services Manager to join their team in Wilmslow.

The Role

• Be the primary point of contact between their Financial Planners and clients, ensuring their needs are met and their expectations exceeded.
• Your role will encompass a diverse range of responsibilities aimed at fostering strong client relationships, driving customer satisfaction, and maximising retention and revenue.
• You will work closely with all members of the Operations Management Team and will support the Head of Client Services.
• Collaborate closely with the wider Operations Team, Sales, Marketing and Finance and coordinate efforts to deliver seamless experiences and exceed client expectations.
• Monitor Key Performance Indicators for the direct team with consideration being made to client satisfaction scores, client retention rates and revenue growth.
• Act as a strong advocate for clients; championing their interests and feedback to ensure their voices are heard. Advocate for necessary support and resources to address client needs effectively.
• Stay up to date on industry trends, market dynamics and competitor activities to maintain a competitive edge. Continuously seek opportunities to enhance processes, systems, and services to better serve clients and drive business growth.

Knowledge and Experience Required

• Experience in an IFA/Wealth Management environment.
• Knowledge of the financial planning market including products and services.
• Working knowledge of FCA Rules
• Previous management experience in an IFA/Wealth Management environment.
• Strong interpersonal skills are essential for building and maintaining positive relationships with clients, direct teams, and Financial Planners.
• Empathetic, patient, and skilled in conflict resolution to address client concerns effectively and manage team dynamics.
• Commitment to professionalism, integrity, and confidentiality in handling sensitive information.
• Flexibility to adapt to changing business needs and priorities.
• Ability to coach, mentor and develop team members effectively.
• Ability to identify issues, analyse root causes and develop innovative solutions.
• Strong problem-solving skills enable the ability to navigate challenges and deliver value to our clients.

Company Benefits

• Death in Service
• Income Protection
• Pension
• Holiday trading with the option to purchase more
• Dental cover
• Critical Illness cover
• Partner Life Cover
• Health Cash Plan
• Benenden Health – individual or family cover
• Bluecrest Health Screening
• Sodexo retail discounts
• Cycle to Work scheme

Extra information

Status

Open

Education Level

Secondary School

Location

Wilmslow

Type of Contract

Full-time jobs

Published at

20-08-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English