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Permanent

IFA Client Services Manager

IDEX Consulting Ltd
Wilmslow
money-bag £48000 Annual
Posted: 22 August 2026 (Today)
Closing date: 21 September 2026
Ref: 3160403938

My client is currently looking for an IFA Client Services Manager to join their team in Wilmslow.The RoleBe the primary point of contact between their Financial Planners and clients, ensuring their needs are met and their expectations exceededYour role will encompass a diverse range of responsibilities aimed at fostering strong client relationships, driving customer satisfaction and maximising retention and revenueYou will work closely with all members of the operations management team and will support the Head of Client ServicesCollaborate closely with the wider operations team, sales, marketing and finance to align client needs with company offerings. Coordinate efforts to deliver seamless experiences and exceed client expectationsMonitor ley performance indicators for the direct team with consideration being made to client satisfaction scores, client retention rates and revenue growthAct as a strong advocate for clients; championing their interests and feedback to ensure their voices are heard. Advocate for necessary support and resources to address client needs effectivelyStay up to date on industry trends, market dynamics and competitor activities to maintain a competitive edge. Continuously seek opportunities to enhance processes, systems and services to better serve clients and drive business growthKnowledge and Experience Required Experience in an IFA/wealth management environmentKnowledge of the financial planning market including products and servicesWorking ..... full job details .....

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