Client Services Manager - Exeter - Up to £30,000We are working with a highly reputable, people-focused financial planning firm based in central Exeter who are seeking a confident and client-centred Client Services Manager to join their close-knit team. This is an excellent opportunity for someone who thrives in a relationship-led environment, enjoys being at the heart of client interaction, and wants to build a long-term career within financial planning.You''ll work side-by-side with advisers, paraplanners and the wider client services team, becoming an integral part of live client meetings and the advice process.Benefits• Salary up to £30,000• 11% pension contribution• Company performance bonus• 4x death in service• Exam support and funding for those who want to progress• Excellent long-term development and exposure to every part of the advice processKey Responsibilities• Managing client onboarding, LOAs and new business processing• Handling investment trades, withdrawals and fund instructions• Preparing documentation, booking meetings and managing adviser diaries• Maintaining accurate client and provider records• Working closely with paraplanners and planners to support all client activity• Meeting and greeting clients, attending meetings and taking notes• General office administration including telephone management and filingRequirements• Experience within Financial Services, ideally Financial Planning• Strong administration, organisation and communication skills• ..... full job details .....