Client Service Manager

London / Hybrid (3 days per week onsite)
Full Time
£55k - £75k per annum + benefits

Skills: Client Relationship Management, Whole-of-market financial planning, Intelligent Office, Microsoft Office, Organisational skills, Team leadership

Client Service Manager
London / Hybrid (3 days a week in office)
£55k - £75k per annum + benefits

Are you an experienced Client Service professional within financial planning, ready to take the lead in delivering an exceptional client experience? This is your opportunity to step into a pivotal role where your expertise, leadership, and client-first mindset will truly make an impact.

You’ll be the driving force behind outstanding client relationships, ensuring seamless service delivery while supporting Financial Planners and mentoring a high-performing team. If you thrive in a fast-paced, client-centric environment and want to elevate your career, this is a role you won’t want to miss.

What you’ll be doing
  • Acting as the primary point of contact for clients, building strong, lasting relationships and ensuring all queries are handled promptly and professionally
  • Overseeing end-to-end client service delivery, including preparation and coordination of reports, financial statements, and key documentation
  • Supporting Financial Planners with client meeting preparation, scheduling, logistics, and implementation of financial plans
  • Maintaining accurate client records, improving processes, and ensuring compliance with regulatory standards and internal policies
  • Leading, mentoring, and developing client service administrators, fostering a collaborative, high-performing, and client-focused team culture
What you’ll bring
  • 5+ years’ experience in client service management within whole-of-market financial planning
  • Proven ability to manage client relationships and deliver consistently high levels of service
  • Experience using financial planning systems and CRM tools (e.g. Intelligent Office)
  • Strong communication, organisation, and time management skills
  • High attention to detail with excellent problem-solving capability
  • Proficiency in Microsoft Office (Excel, Word, PowerPoint)
Desirable:
  • Experience leading or mentoring teams and driving service improvements
If you’ve held any of these roles or used these technologies/skills, this role could be a great fit:
Client Service Manager, Client Relationship Manager, Wealth Management Administrator, Financial Planning Administrator, Client Services Team Leader, Paraplanning Support, IFA Administrator, CRM systems (Intelligent Office), Financial Services Client Support, Wealth Management Operations.
 
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