Job title: Client Services Manager
Company: Pratap Partnership
Job description: Client Services Manager
Location: Birmingham (Hybrid), with occasional travel to London and York offices
Contract Type: Full-time, Permanent
Salary: Negotiable, dependent on experienceAre you a client-focused financial services professional looking to take the next step in your career? A boutique investment management group with specialist wealth planning businesses, renowned for delivering bespoke advice and exceptional service to a high-net-worth client base, is looking for a Client Services Manager to join their growing team.In this pivotal role, you will often be the first point of contact for clients, playing a central role in shaping their experience and building trusted, long-term relationships. You will also provide key support in the delivery of holistic financial planning services across a range of areas including tax, investments, retirement, and estate planning.This is a rare opportunity to join a close-knit, values-led firm that places integrity, professionalism, and client care at the core of everything it does.Key Responsibilities:
About You:
Expected salary:
Location: Birmingham – York
Job date: Tue, 20 May 2025 02:14:08 GMT
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