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Financial Advisor Financial Services

Client Success & Onboarding Manager — Finance

Job in Exeter, Devon, EX2, England, UK
Listing for: Eden Rose
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 30000 GBP Yearly GBP 30000.00 YEAR
Job Description & How to Apply Below
A reputable financial planning firm in Exeter is seeking a Client Services Manager to enhance client relationships and support financial advisers. The successful candidate will manage the onboarding of new clients, process investment trades, and handle general office administration. This role requires experience in financial services, excellent administrative skills, and a proactive approach. A competitive salary of up to £30,000 is offered along with pension contributions and performance bonuses.
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