Back to search
Are you ready to take the lead in shaping client services at one of the UK’s fastest-growing wealth management firms? With £1bn AUM and ambitious plans to double, this business is redefining client experience—and you could be at the centre of that journey.
The Opportunity
As Client Services Manager, you’ll lead a centralised team, drive operational excellence, and play a key role in scaling the business. This isn’t just about managing processes—it’s about building a culture of performance, engagement, and growth.
What You’ll Do
- Lead and inspire a client services team of 10–15, plus oversight of up to 25 trainee advisers
- Drive performance, engagement, and professional development across your team
- Own, refine, and embed scalable operational processes to support rapid growth
- Contribute as part of the senior management team, influencing business-wide strategy
- Champion change management initiatives to future-proof operations
- Collaborate across departments to deliver seamless client journeys
What You’ll Bring
- Proven track record managing client services/administration teams in wealth management
- Experience in change management and process improvement
- Strong leadership and people development skills
- Familiarity with Intelligent Office (I.O.) (preferred, not essential)
- A passion for building high-performing teams and delivering exceptional client outcomes
Why Join?
- Be part of a business that invests in its people—every adviser is trained internally
- Work in a culture that values innovation, collaboration, and long-term thinking
- Hybrid working: after onboarding, choose London or Woking for office days
- Competitive salary bonus, with scope to make a lasting impact
This isn’t just another management role—it’s a chance to lead, shape, and grow with a firm that’s rewriting the rules of wealth management.
Interested? Send your CV to Sam at Financial Divisions
