More jobs:
Senior Client Services Manager; IFA/
Job in
Liverpool, Merseyside, L1, England, UK
Listed on 2026-06-10
Listing for:
Ernest Gordon Recruitment
Seasonal/Temporary, Contract
position Listed on 2026-06-10
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
This well-established Advisory Firm have seen ongoing stability since their establishment whilst building a loyal client base of primarily Private Clients. Due to an ever increasing workload they are looking to welcome an additional member to their collaborative team on a Fixed Term basis. This is an autonomous role where you will be the go-to specialist responsible for overseeing a team of 15 who oversee all client services and manage a large pool of client funds.
You will be involved with operations and furthering existing client relationships as well as undertaking strategy focused work both day-to-day and within weekly senior leadership meetings. This role would suit a Client Services Manager or similar from an IFA / Financial Services background looking for a varied Fixed Term position within a well-established firm offering the chance to play a key role in a successful business.
The Role:
Manage operations team of 19 responsible delivering a range of client services Further develop existing client relationships Assist with strategy planning and allocation of funds Attend weekly Senior Leadership Team meetings 15 months Fixed Term Contract - Maternity cover with handover period before and after Hybrid role - 3x p/week (after probation)
The Person :
Head of Client Servicing / Operations Financial Services background Looking for a Fixed Term role Commutable to Rochester Head of Clients, Key Accounts, Financial Services, Technical, Fund, Retail, Planning, IFA, FTC, Fixed Term Contract, Wealth Management, Finance, Kent, Rochester, South East, Medway, Gillingham Reference number: BBBH
25215 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.
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Position Requirements
10+ Years
work experience
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