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Financial Advisor Financial Services

Client Services Manager | Financial Planning

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
Position: Client Services Manager  | Financial Planning

Overview

A reputable financial planning firm in Exeter seeks a Client Services Manager to enhance client relationships and support financial advisers.

Responsibilities
  • Managing onboarding of new clients
  • Processing investment trades
  • General office administration
Qualifications
  • Experience in financial services
  • Excellent administrative skills
  • Proactive attitude to engage clients effectively
Salary & Benefits

Competitive salary of up to £30,000, plus pension contribution and performance bonuses.

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