Eden Scott
Burntisland, UK
My client is a highly reputable and well regarded financial planning firm with regional offices. A new opportunity has become available for an experienced client support manager to join this stable professional firm as they continue to grow. This is an excellent opportunity if you are already working as IFA support with management experience and are looking to progress your career and undertake additional team management tasks or a client services manager looking for a change.Duties will include along with workflow management, 1:1s and appraisals - day to day administration such as processing applications, chasing outstanding information, dealing with external companies as well as assisting other support staff with workloads, working alongside your adviser hand in hand, covering both private client and corporate. Also helping less experienced staff as required.Ideally you will be working within another IFA and/or experienced in the wealth management sector in a support role with...