TAYLOR MADE PLANNING Salary
Shoreham-by-Sea
Phone: +44 1372 466790
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Earnings on positions in TAYLOR MADE PLANNING
TAYLOR MADE PLANNING is looking for employees for positions:
client services manager
Working hours
- full-time | Permanent
Responsibility
- job title Client Services Manager
- location Claygate or Stockbridge Office
- terms Full Time 35 hours per week
- reports to Head of Service Delivery
- about us TMFP is a fast-growing IFA practice that adds value through a detailed and comprehensive financial planning and investment process
- the firm is committed to delivering a professional and transparent service to clients
- TMFP encourages a high level of technical knowledge and qualifications from all staff and supports staff in developing their professional qualifications
- job title: Client Services Manager
Requirements
- 2 years’ experience within the financial services industry
- 2 years’ experience within a customer focussed role
- A thorough understanding of the company’s financial planning, implementation and ongoing services offered
- advanced organisational skills
- adhering to internal guidelines surrounding data security, confidentiality and compliance rules for non- advising members of staff
- excellent written and oral communication skills - can communicate in a clear and concise manner
- annual competency assessment in money laundering, data protection and compliance
- aptitude towards various CRM systems