This Head of Client Services job offers you the chance to take ownership of a growing client support function within a highly regarded wealth management firm, where your input will genuinely shape the future of the business.
As Head of Client Services, you will lead a well established team supporting financial planners, ensuring a seamless client journey from onboarding through to ongoing servicing. You will oversee both general administration and platform support, bringing structure, consistency and continuous improvement to processes.
In this Head of Client Services role, you will:
- Lead, mentor and develop a team of circa 10 to 12 across client administration and platform support
- Oversee financial planning workflows to improve efficiency and maintain high standards
- Drive a culture focused on client experience and service excellence
- Support business growth, including integration activity, ensuring the team scales effectively
- Work closely with senior leadership to refine processes and enhance operational performance
This Head of Client Services position is ideal if you want a role where you can influence culture, develop people and play a key part in a scaling business, rather than simply maintain the status quo.
Head of Client Services Requirements
- Essential: Experience managing client administration or client services teams within financial planning or wealth management
- Essential: Strong understanding of financial planning workflows and client lifecycle
- Essential: Experience of platform administration and adviser support processes
- Desirable: Experience supporting growth, change or acquisitions
- Desirable: Relevant financial services qualifications
The Company
You will join an established, independent wealth management firm with a strong reputation for client care and long term stability. The business is entering an exciting phase of growth, offering you the opportunity to contribute to its next chapter.
Head of Client Services Benefits
- Salary up to 60,000 depending on experience
- Office based role with some flexibility
- Clear scope to shape and develop your function
- Supportive leadership team and collaborative culture
- Strong long term progression opportunities
Location
You should be within a commutable distance of Bradford on Avon.
If this Head of Client Services job sounds like the right next step for you, apply now to find out more.
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