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Are you ready to lead from the front in a fast-scaling, high-performing wealth management firm? This is your opportunity to shape the future of client services at one of the UK’s most dynamic financial advisory businesses.
With over 1billion in assets under management and ambitious plans to double that by 2028, this organisation is redefining excellence in client experience. As Client Services Manager, you’ll be at the heart of that transformation—driving operational performance, leading a growing team, and embedding scalable processes that support long-term growth.
What You’ll Be Doing
- Leading a centralised client services team of 10–15 professionals, plus oversight of up to 25 staff including trainee advisers
- Driving performance, engagement, and development across the team
- Owning and evolving operational processes to support expansion and service excellence
- Playing a key role in the senior management team, influencing strategic decisions
- Championing change management initiatives that future-proof the business
- Collaborating with internal stakeholders to ensure seamless client journeys
What You’ll Bring
- Proven experience managing client services/admin teams within wealth management
- A track record of successful change management and process improvement
- Strong leadership and people development skills
- Familiarity with Intelligent Office (I.O) is a plus—but not a dealbreaker if you bring everything else
- A passion for building high-performing teams and delivering exceptional client outcomes
Why This Role?
- Be part of a business that invests in its people—every adviser is trained internally through a bespoke academy
- Join a culture that values innovation, collaboration, and long-term thinking
- Enjoy hybrid working: after initial onboarding, choose between London or Woking for your office days
- Competitive salary and bonus structure, with real scope to make your mark
This is more than a job—it’s a chance to lead, shape, and grow with a firm that’s rewriting the rules of wealth management. If you’re ready to step into a role with real impact, we’d love to hear from you.
Please email your CV to Ursula at Financial Divisions
