💼 Full-Time Position

Client Servicing

🏢
Heat Recruitment
📍 Exeter, England, United Kingdom
📍
Location
Exeter, United Kingdom
📅
Posted
June 23, 2026
⏰
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

Location

Exeter

Salary £28000 - £30000 TypePermanent WorkplaceOn-Site Ref89443

Client Services Manager Exeter Up to £30,000


We 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.


Youll 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 devel...