Client Services Manager

Are you an experienced leader in the Financial Planning sector looking for your next challenge? We’re currently recruiting on behalf of a long established Financial Planning Practice based in Central London who are seeking a Client Services Team Manager to lead and inspire a team of 6 support staff, ensuring the highest standards of client service and operational efficiency.

The Role

You’ll play a pivotal role in overseeing the Client Services Team, ensuring they provide the necessary support to Financial Planners and Assistant Financial Planners. Key responsibilities include:

• Managing team workload, conducting 1:1s, and driving continuous improvement.
• Overseeing client onboarding processes to ensure seamless and efficient service.
• Identifying process improvement opportunities and delivering effective solutions.
• Leading recruitment and career development for team members.

What We’re Looking For

• Experience: At least 3 years in a financial services role, with management experience.
• Skills: Proficiency with CRM systems, strong organizational abilities, and excellent interpersonal skills.
• Attributes: A calm, detail-oriented leader with high professional standards and a collaborative mindset.

What’s in It for You?

• A competitive salary up to £50,000, with flexibility for the right candidate.
• Comprehensive benefits package and performance-based bonuses.
• Hybrid working model: 3 days in-office, 2 days remote.

If you’re passionate about delivering exceptional client service and leading high-performing teams, please do apply - thanks.