A large well known Financial services practice with 4 offices in Scotland is currently looking for an experienced Client Service Manager to be based in their Edinburgh and Dundee office.

They provide specialist, independent financial advice to businesses and individuals across Scotland. The successful candidate will support the consultants and their clients which includes compiling research and reports, compliance checking and answering technical queries.

Responsibilities include:

• Plan, control, and review client work to ensure that jobs are completed as efficiently and effectively
• Key contact for Intelliflo and other software providers
• Review all work received within agreed timescales, ensuring that any issues arising are referred
• Ensure that files are complete with recorded instructions and paperwork and that the advice process has been finalised by the submission of new business and fees
• Engage with clients, advisory team, and providers on technical needs
• Liaison with other departments to ensure successful completion of jobs within agreed timescales
• Overseeing the management of the fee income process
• Support Directors and advisers at client and third-party meetings
• Deal with day-to-day admin team staffing/office responsibilities which may include holidays, training, quality of work, motivation, and monitoring hours
• Support Directors in the drafting of MI reports and attendance at meetings

The successful candidate will have:

• Previous experience in a financial planning environment is essential, with the ability to motivate, delegate effectively, develop teams and demonstrate strong leadership in client management
• High level of technical knowledge in regulated Financial Planning, along with a good understanding of compliance issues
• Excellent communication skills, both verbal and written, including the ability to present recommendations clearly and logically, and proficiency in research and report writing
• Excellent interpersonal and client servicing skills

Salary and Benefits:

• Competitive salary
• 31 days holiday per year & Holiday buy/sell scheme
• Hybrid/Flexible Working Policy
• Pension contribution and life insurance scheme
• Continuous training and support
• Enhanced paid leave (Maternity/Paternity/ Adoption/Bereavement & Compassionate Leave & Company Sick Pay)

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