Description

A well-established specialist life insurance advisory business is seeking an experienced Client Service Manager (CSM) to support Risk Advisers and play a key role in preparing high-quality insurance advice for clients.

This role suits someone from a Financial Planning background with RISK experience or insurance industry background. We need someone who enjoys client interaction, detailed administration and working closely with advisers. A clear development pathway to becoming a Risk Adviser is available for those interested in progressing long term.

You can also remain in career support position, if that's your career pathway you desire

The Role

You will provide end-to-end support to Risk Advisers, ensuring all client insurance information is accurate, current and fully prepared ahead of client meetings.

Key responsibilities include:

Supporting Risk Advisers with administrative and client service tasks
Calling clients to complete fact-finding and annual updates
Updating and maintaining client records and insurance details
Collating insurance information across multiple providers
Preparing complete, up-to-date client files for adviser meetings
Ensuring all information is compliant and accurately recorded
(Back-office processing support is provided offshore, allowing you to focus on adviser and client interaction.)

About You

2–10+ years’ experience in insurance or financial services
Confident communicating with clients over the phone
Strong attention to detail and organisational skills
Comfortable managing multiple policies and providers
Professional, proactive and client-focused
Interested in long-term development, including a pathway to Adviser if desired

What’s on Offer

Structured support and clear career progression
Exposure to complex risk insurance advice
Supportive, professional team environment
Full-time role with some work-from-home flexibility