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🥝 Client Service Manager

Heat Recruitment | Runcorn, United Kingdom | Posted June 10, 2026

Job Description

Location

Preston Brook

Salary £30000 - £35000 TypePermanent WorkplaceOn-Site Ref89802

Client Services Manager


An established financial planning firm is seeking a Client Services Manager for a 12?month fixed?term contract to cover maternity leave. There is potential for the role to become permanent following the completion of the contract period.


The successful candidate will play a key role in supporting the client service function, nurturing existing client relationships and helping create opportunities to develop new professional connections. This role requires strong organisational ability, proactive workflow management, and a commitment to delivering a first?class client service.

Key Responsibilities

  • Liaising directly with clients to maintain high service standards
  • Communicating with insurance companies, platform providers, and professional connections
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