At a Glance
- Tasks: Lead a team to deliver exceptional client support and improve financial planning services.
- Company: Monenti Partners, a forward-thinking financial planning firm.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity to build a capable team and drive meaningful improvements.
- Why this job: Shape client services and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial planning and strong leadership skills.
The predicted salary is between 63000 - 77000 £ per year.
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 in London 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.
