Client Servicing

Exeter

Client Services Manager Exeter Up to £30,000

We are working with a highly reputable, people-focused financial planning firm based in central Exeter who are seeking a confident and client-centred Client Services Manager to join their close-knit team. This is an excellent opportunity for someone who thrives in a relationship-led environment, enjoys being at the heart of client interaction, and wants to build a long-term career within financial planning.

Youll work side-by-side with advisers, paraplanners and the wider client services team, becoming an integral part of live client meetings and the advice process.

Benefits

Salary up to £30,000
11% pension contribution
Company performance bonus
4x death in service
Exam support and funding for those who want to progress
Excellent long-term devel...

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