Head of Client Support - Financial Planning Leader

Head of Client Support - Financial Planning Leader

Full-Time No working from home possible
CV Elite Limited

Monenti Partners is seeking a Head of Client Support to shape and deliver the strategy for the client services function. You will lead a team, implement standards, and drive improvements while delivering exceptional service to clients.

The role is a true player-manager, initially handling complex financial-planning work and progressively building a capable team with structured delegation and clear standards.

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Head of Client Support - Financial Planning Leader employer: CV Elite Limited

David Smith Financial Services is an exceptional employer, offering a supportive and family-oriented work culture that values each team member's contributions. With competitive benefits including generous holiday allowances, flexible working options, and a commitment to ongoing professional development, employees are empowered to grow within a dynamic and ambitious environment. Located in Loughton, Essex, this independent Chartered Financial Planning firm fosters a sense of belonging and collaboration, making it an ideal place for those seeking meaningful and rewarding employment.

CV Elite Limited

Contact Details:

CV Elite Limited Recruitment Team