Client services Work, Jobs in Atcham, Shr (with Salaries)

Client Services Manager
Deans Wealth Management —Stafford
- £30,000 - £35,000 a year
- CRM software
- Customer service
- Microsoft Office
- Annual leave
Quick apply
9d
Sales Administrator
Radar Media —Shrewsbury
- £26,500 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
16h
Criminal Justice System (CJS) Independent Sexual Violence Advisor (ISVA)
Axis Counselling —Shrewsbury
- From £23,371 a year
- Full-time
- Hybrid work
- Working with children
- Bachelor's degree
- In-person
- Work from home
- Sick pay
Quick apply
6d
EMS Coordinator
Westbury Environmental Limited —Telford
- £26,500 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Project management
- Free parking
- Employee assistance programme
Quick apply
13d
Client Services Executive
Radius Limited —Shrewsbury
- £25,000 - £28,000 a year
- Full-time
- Organisational skills
- Communication skills
- Time management
Quick apply
Navigator (Sexual Abuse Services)
Axis Counselling —Shrewsbury
- From £26,241 a year
- Part-time
- Hybrid work
- In-person
- Sick pay
Quick apply
6d
Field Interviewer - Shrewsbury
the National Centre for Social Research —Shrewsbury
- £15.12 an hour
- Part-time
- Hybrid work
- English
- Travel
- Time management
- Annual leave
Quick apply
Paid Media Account Manager
GrowRoom Agency Ltd —Shrewsbury
- £28,000 - £34,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Project management
- Organisational skills
- Health & wellbeing programme
- Work from home
Quick apply
Business Development Lead (Midlands)
Cove Group —Shrewsbury
- £40,000 a year
- Full-time
- Hybrid work
- Hospitality
- Business development
- Travel
Quick apply
5d
Leisure Centre Cleaner
Heavenly scents cleaning services limited —Shrewsbury
- £13 an hour
- Part-time
- Customer service
- English
- Organisational skills
Quick apply
11h
Criminal Secretary / Criminal Paralegal
Richard George & Jenkins Solicitors —Shrewsbury
- £24,420 - £30,000 a year
- Full-time
- Microsoft Office
- Organisational skills
- IT
Quick apply
2d
Hospital Independent Domestic Violence Advisor (HIDVA)
Axis Counselling —Shrewsbury
- £26,499 - £28,701 a year
- Part-time
- Hybrid work
- In-person
- Work from home
- Sick pay
Quick apply
6d
Operations Coordinator
Reconomy —Telford
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Free parking
- Store discount
AHP Assistant
Midlands Partnership University NHS Foundation Trust —Shrewsbury
- £28,392 - £31,157 a year
- Full-time
People Services Advisor
Severn Hospice —Shrewsbury
- £34,530.75 - £38,367.50 a year
- Full-time
- Human resources
- Organisational skills
- Hospice
Quick apply
Service Administrator
WithYou —Shrewsbury
- £26,250 a year
- IT
- Annual leave
- Referral programme
6d
Ambulance Care Assistant
EMED Group —Shrewsbury
- £12.71 an hour
- Nights as needed
- Patient care
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
9d
IAA Level 2 Immigration Advisor
Shropshire Supports Refugees —Shrewsbury
- £33,990 a year
- Full-time
- Salesforce
- English
- Driving
Quick apply
1d
Assistant Relationship Manager
Novuna —Telford
- Full-time
- Hybrid work
- Communication skills
2d
Paid Media Executive
Croud —Shrewsbury
- £26,228 - £28,728 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Marketing
- Life insurance
Quick apply
9d

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Client Services Manager

Deans Wealth Management
Stafford

Quick apply

Job details

Permanent
£30,000 - £35,000 a year
9 days ago

Benefits

Annual leave
Company pension
Private medical insurance
On-site parking

Qualifications

CRM software
Financial planning
Pension
Customer service
Microsoft Office
Administrative experience
Analysis skills
Driving
Organisational skills
Financial services
Communication skills
Time management

Full job description

At Deans Wealth Management, we believe financial planning is about far more than money. It’s about helping people gain the confidence and freedom to live the life they want, for the reasons that matter most to them.

We’re looking for an experienced Client Services Manager to become the driving force behind an outstanding client experience. You’ll be the trusted link between our Financial Planners, Paraplanners and clients, ensuring every interaction is professional, organised and delivered with genuine care.

If you’re someone who thrives on organisation, enjoys building relationships, takes pride in getting the details right, and loves making life easier for both clients and colleagues, we’d love to hear from you.

About Us

Deans Wealth Management is an independent Chartered Financial Planning firm based in Stafford. We specialise in helping business owners, professionals and families achieve financial freedom through evidence-based financial planning and long-term relationships built on trust.

Everything we do is guided by our BRAVE values:

· Belief in our clients and their futures.

· Real Passion for helping people.

· All In when supporting clients and colleagues.

· Values-Based Planning, focusing on what truly matters.

· Empathy & Care in every interaction.

We’re proud to be building something different, a firm where professionalism, continuous improvement and genuinely caring for people go hand in hand.

The Role

As a Client Services Manager, you’ll play a pivotal role in ensuring every client journey runs smoothly from initial enquiry through to ongoing service.

Working closely with our advisers and paraplanning team, you’ll coordinate client meetings, oversee new business, maintain accurate records, communicate proactively with clients and providers, and ensure every detail is delivered to the highest possible standard.

You’ll become someone our advisers rely upon, our clients trust, and our wider team values.

What You’ll Be Doing

You’ll be responsible for:

· Delivering a first-class experience for every client from onboarding through to ongoing reviews.

· Managing adviser diaries and coordinating client appointments.

· Acting as the primary point of contact for clients throughout the implementation of recommendations.

· Preparing meeting packs and documentation to ensure advisers are fully prepared.

· Managing new business submissions from start to finish, liaising with providers and keeping clients informed throughout.

· Maintaining accurate client records within Intelligent Office (IO).

· Ensuring all correspondence, documentation and regulatory requirements are completed accurately and on time.

· Working collaboratively across advisers, paraplanners and administrators to provide a seamless client experience.

· Supporting marketing activities, client events, and engagement initiatives.

· Mentoring and supporting junior members of the client services team.

· Maintaining the highest standards of compliance, professionalism, and continuous learning.

About You

You will likely have experience within a financial planning or wealth management business and understand what excellent client service really looks like.

You’ll also bring:

· Experience in a client services, practice management or administration role within financial services.

· Strong understanding of financial planning processes and FCA regulated environments.

· Outstanding organisational skills with exceptional attention to detail.

· Excellent communication skills, both written and verbal.

· Confidence managing multiple priorities without compromising quality.

· Experience using CRM systems such as Intelligent Office (or similar).

· A proactive mindset with the confidence to solve problems and take ownership.

· A genuine desire to help clients and support your colleagues.

What We Offer

We believe that when our people thrive, our clients do too. That’s why we’re committed to creating an environment where you’ll feel supported, recognised, and rewarded as your career develops.

As part of the Deans Wealth Management team, you’ll benefit from:

· A competitive salary of up to £35,000 per annum, depending on your experience.

· A performance-related bonus of up to 20% of your annual salary, linked to both your individual contribution and the success of the business, reviewed quarterly following successful completion of your probation.

· 25 days’ annual leave, plus Bank Holidays, together with our office closure over Christmas, giving you time to rest and recharge.

· An enhanced pension scheme, with employer contributions increasing with your length of service.

· Private Medical Insurance after 12 months’ service, helping you look after your health and wellbeing.

· Death in Service cover after 12 months’ service, providing additional peace of mind for you and your family.

· Ongoing professional development, with structured training, mentoring and support to help you grow your career within a forward-thinking Chartered Financial Planning firm.

· A collaborative, values-led culture, where your ideas are welcomed, your contribution is recognised, and you’ll have the opportunity to make a genuine difference to both our clients and the future of the business.

At Deans Wealth Management, we don’t just offer a job, we offer the opportunity to build a rewarding career with a team that believes in doing the right thing, supporting one another, and delivering exceptional outcomes for the people we serve.

Join Us

If you’re looking for more than just another administration role, if you want to be part of a team that genuinely cares about clients, values professionalism and is passionate about delivering exceptional financial planning we’d love to hear from you.

To apply, please send your CV together with a short covering letter explaining why you’d like to join Deans Wealth Management. We appreciate the time taken to apply, and every application will be treated in the strictest confidence. [email protected]

Job Type: Permanent

Pay: £30,000.00-£35,000.00 per year

Benefits:

Company pension
On-site parking

Experience:

Financial Services: 1 year (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

client services jobs in atcham, shr

Client Services Manager

Sales Administrator

Criminal Justice System (CJS) Independent Sexual Violence Advisor (ISVA)

EMS Coordinator

Client Services Executive

Navigator (Sexual Abuse Services)

Field Interviewer - Shrewsbury

Paid Media Account Manager

Business Development Lead (Midlands)

Leisure Centre Cleaner

Criminal Secretary / Criminal Paralegal

Hospital Independent Domestic Violence Advisor (HIDVA)

Operations Coordinator

AHP Assistant

People Services Advisor

Service Administrator

Ambulance Care Assistant

IAA Level 2 Immigration Advisor

Assistant Relationship Manager

Paid Media Executive

I want to receive the latest job alerts for client services in atcham, shr

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