Client Service Manager
Heat Recruitment • Runcorn, England • Posted June 05, 2026
About the Role
Location
Liaising directly with clients to maintain high service standards
Communicating with insurance companies, platform providers, and professional connections
Preston Brook
Salary £30000 - £35000 TypePermanent WorkplaceOn-Site Ref89802Client 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