Job Summary
A boutique financial planning firm in East London is seeking an experienced Client Services Manager (or Senior Financial Planning Administrator) to provide operational support and ensure smooth client administration. This full-time, permanent role offers £38,000–£45,000/year and remote flexibility.
The successful candidate will act as the operational backbone of the firm, managing client onboarding, platform administration, and workflow processes, enabling advisers to focus on client advice.
Key Job Details
- Job Title: Client Services Manager
- Employer: Recruit UK (on behalf of boutique financial planning firm)
- Location: Remote (London-based)
- Pay: £38,000–£45,000/year
- Job Type: Full-Time, Permanent
- Reference: 10232
Key Responsibilities
- Manage client onboarding from fact find through implementation
- Handle platform administration (pensions, ISAs, GIAs, drawdown)
- Manage Letters of Authority (LOAs) and provider follow-ups
- Prepare annual review documentation and implementation packs
- Maintain CRM records and workflow processes
- Ensure advisers’ time is focused on client advice rather than administration
Candidate Requirements
Essential:
- 4–8+ years’ experience in an IFA or financial planning firm
- Strong knowledge of platforms such as Transact, AJ Bell, or Quilter
- Experience managing multiple providers and product types
- Excellent organisational skills and attention to detail
- Proactive mindset with ability to anticipate adviser needs
Preferred:
- Experience in senior client services or financial planning administration roles
Benefits
- Competitive salary (£38,000–£45,000/year)
- Remote working flexibility
- Opportunity to join a boutique firm with clear growth trajectory
- Professional development in a high-quality, small team environment
About the Firm
This boutique financial planning firm is based in East London and has a clear growth trajectory over the next four years. With a small, high-quality team, the firm values efficiency, client focus, and operational excellence, offering employees the chance to play a central role in its success.
Application Process
How to Apply:
- Apply via Recruit UK’s careers portal.
- Reference job number 10232 in your application.
- Highlight your financial planning administration and client services experience.
- Shortlisted candidates will be contacted for interview.
CLICK HERE TO APPLY
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