Client services Work, Jobs in Barton Under Needwood, Sts (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
7d
Volunteer Manager
Pathway Project —Lichfield
- £29,000 - £30,000 a year
- Full-time
- Management
- Administrative experience
- Supervising experience
- Free parking
- Health & wellbeing programme
Quick apply
5d
Service Coordinator
Sunfish Services Limited —Derby
- £30,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Quick apply
9d
Contact Centre Handler
TTS360 —Burton-On-Trent
- From £23,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Customer service
Quick apply
Estate Planning and Financial Services Administrator, 8.30am-4.30pm (8-4pm on Fridays)
Dunham McCarthy Ltd —Stafford
- From £25,000 a year
- Full-time
- Microsoft Excel
- Customer service
- Microsoft Office
- Free parking
Quick apply
New Business Adviser
Crystal Specialist Finance —Tamworth
- £26,000 - £35,000 a year
- Full-time
- CRM software
- Sales
- Salesforce
Quick apply
5d
Office Administrations Support
Law Truck Centre Ltd —Stoke-on-Trent
- £28,000 - £34,000 a year
- Weekend availability
- Sales
- Customer service
- Microsoft Office
Quick apply
14d
Commercial Agency Support
Rushton Hickman Limited —Burton-On-Trent
- £12.75 - £13.50 an hour
- Part-time
- Administrative experience
- Organisational skills
- IT
- Free parking
Quick apply
Business Analyst
HealthNet Homecare —Swadlincote
- £38,625 a year
- Full-time
- Computer literacy
- Microsoft Office
- Bachelor's degree
- Annual leave
- Employee assistance programme
3d
Promotional Sales Assistant
Eternal Sales Group —Birmingham
- From £600 a week
- Full-time
- Sales
- No experience needed
- Communication skills
- Referral programme
Quick apply
7d
Will Writer
Belvedere Wills and Estate Planning —Birmingham
- £35,000 - £45,000 a year
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
5d
Bookings Partner - Part Time
Acacium Group —Stoke-on-Trent
- £24,785 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
Quick apply
Enforcement Team Administrator
Dukes Bailiffs Limited —Stone
- £26,230 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply
7d
Customer Relationship Manager
nGeneration —Tipton
- £32,000 a year
- Full-time
- Microsoft Word
- Hospitality
- Microsoft Excel
Quick apply
Junior Sales & Marketing Assistant
Eternal Sales Group —Birmingham
- From £600 a week
- Full-time
- Sales
- No experience needed
- In-person
- Referral programme
Quick apply
Bookings Coordinator
WORD360 Language Services —Birmingham
- £26,500 a year
- Communication skills
- Negotiation
- Annual leave
- Flexible schedule
Bookings Partner
Acacium Group —Stoke-on-Trent
- £24,785 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
Quick apply
Client Care & Office Administrator
Green Pastures —Uttoxeter
- £14.50 an hour
- Full-time
- Microsoft Word
- Microsoft Outlook
- Computer literacy
Quick apply
8d
Support Worker
Independence Support Ltd —Burton-On-Trent
- £13.45 an hour
- Full-time
- In-person
- Care plans
- Health & wellbeing programme
- Referral programme
Quick apply
13d
Admin Support
Midlands Partnership University NHS Foundation Trust —Stafford
- £25,760 - £27,476 a year
- Full-time
- Hospital
10d

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client services jobs near barton under needwood, sts

Client Services Manager

Deans Wealth Management
Stafford

Quick apply

Job details

Permanent
£30,000 - £35,000 a year
7 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 barton under needwood, sts

Client Services Manager

Volunteer Manager

Service Coordinator

Contact Centre Handler

Estate Planning and Financial Services Administrator, 8.30am-4.30pm (8-4pm on Fridays)

New Business Adviser

Office Administrations Support

Commercial Agency Support

Business Analyst

Promotional Sales Assistant

Will Writer

Bookings Partner - Part Time

Enforcement Team Administrator

Customer Relationship Manager

Junior Sales & Marketing Assistant

Bookings Coordinator

Bookings Partner

Client Care & Office Administrator

Support Worker

Admin Support

I want to receive the latest job alerts for client services in barton under needwood, sts

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