At Wealth Wizards our vision is a future where everybody in society has access to financial advice and guidance. Our Software as a Service (SaaS) platform provides engaging digital experiences for consumers and powerful tools for financial advisers.We welcome individuals from all walks of life and strive to build a culture where all voices are heard, differences are embraced, and everyone has equal access to opportunities. We encourage applications from individuals of all races, ethnicities, genders, sexual orientations, ages, abilities, and backgrounds.If you require any reasonable adjustments to be made during the application or interview process, please let us know, and we will be happy to help.Job PurposeThe Client Services Manager is responsible for leading and managing the customer service function within a regulated independent Financial Advisor firm. This role focuses on enhancing client satisfaction, ensuring compliance with regulatory standards and optimising service processes to deliver a seamless client experience.Key ResponsibilitiesOperational EfficiencyDesign and implement work flow processes within Intelligent OfficeIdentify and implement process improvementsManage SLAs across the teamCompliance & Regulatory OversightEnsure all customer service practices align with industry regulations and internal policiesRegularly review and update compliance protocols related to customer interactionsOperational EfficienciesIdentify and implement process improvements to enhance service delivery and client satisfactionDevelop and monitor service level agreements to ensure team performance meets the company standardsReporting & AnalysisPrepare and present regular report to Senior Management on all aspects of the services offeredeg weekly pipeline reportingeg monthly funds under adviceeg monthly board packCollaborationWork closely with the whole of the Personal Advice Team to ensure a cohesive approach to client serviceFaciliate communication to address customer needs effectivelyTeam Leadership & DevelopmentLead, mentor and develop the client service team, fostering a culture of high performance and continuous improvementConduct regular training sessions relevant to the business needs.Client Service & Relationship ManagementBuild and maintain strong relationships with clients to ensure their needs are met and exceededAct as a primary point of contact for escalated customer issues, ensuring timely and effective resolutionSupport customer engagement activity and ensure customers are actively supported throughout their journey.Skills, Knowledge & ExpertiseSkills & AttributesDemonstrate Wealth Wizards core values (PEARH)Exceptional attention to detail and accuracyStrong administrative skillsExcellent organisation/time management skillsAble to communicate and/or present credibly and effectively at all levelsCapable of managing changeAbility to learn new IT systems as requiredExperienceCompetence in IT (Word, Excel, PowerPoint etc)Understanding of Financial Services – preferably in the regulated financial advice sectorExperience in a customer service environment, preferably in an internet based businessEvidence of business administration and/or customer service activities undertakenProficient in use of Intelligent Office Job BenefitsFlexible workingWe prioritise a sustainable work/life balanceWe have a collaborative learning culture that promotes psychological safety25 days annual leave plus every bank holidayCompany pension (up to 10% employer contribution)Company performance based Bonus schemePaid day off to celebrate your birthdayAdditional holiday purchase (up to 5 days per year)Additional holidays for length of service (up to 3 days)Private medical insuranceDental and health cash plansEnhanced parental leave and payDiscounts on gym membership and health screeningEmployee assistance programmeLife assurance of 4x basic salary£500 pension advice per year6 paid days per year for self development£500 individual training budget per yearProfessional memberships fundedSalary sacrifice car schemeCycle, Home & Tech schemePlease note: Candidates must be currently located in the UK and possess full rights to work in the UK. Unfortunately, we are unable to provide sponsorship or consider applications from individuals outside of the UK for this role. About Wealth WizardsFounded in 2009, Wealth Wizards are automating financial advice for the digital age. Our founding purpose is to make financial advice affordable and accessible to everyone, and this mission and ethos still drives the business forward and is at the heart of all we do.Our Software as a Service (SaaS) platform provides engaging digital experiences for consumers and powerful tools for financial advisers.Today, we are one of the UK’s leading financial advice technology providers with a growing B2B customer base including wealth management, Tier-1 banks, pension providers and large insurers in the UK.Since March 2021 we have been owned by Royal London and we now have a key role to play in advancing their digital strategies.

Client Services Manager

Emma

Requirements and responsibilities

Skills wanted:

Language(s) required:

Ben Hampton

Nicholas Mastrocinque

Tony Vail

Ben Hampton

Nicholas Mastrocinque

Tony Vail

About Wealth Wizards:

www.wealthwizards.com/

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