At a Glance
- Tasks: Lead and enhance client support strategies while mentoring a dynamic team.
- Company: Join Monenti Partners, a top independent Financial Planning firm in London.
- Benefits: Competitive salary, bonus opportunities, and professional development.
- Other info: Exciting career growth potential in a collaborative environment.
- Why this job: Shape the future of client services and make a real impact in finance.
- Qualifications: Experience in client support and strong leadership skills.
The predicted salary is between 50000 - 65000 £ per year.
The Head of Client Support (Client Services Manager) will be responsible for shaping and delivering the strategy for the financial planning support function, setting service standards and strengthening processes to build capacity and drive continuous improvement.
You will lead the implementation of this strategy, managing, mentoring, training and developing the support team, and delegating effectively to ensure the delivery of an exceptional service, both internally and for Monentis clients.
You will oversee the centralised work queue, managing priorities and applying risk-based quality controls. This is a true player-manager role; initially contributing to complex financial-planning work while enhancing the support function, and increasingly delivering through clear standards, structured delegation and a capable team as your career progresses within Operations.
Salary and Benefits: £50-65,000 (dependant on experience) + bonus.
Client Services Manager employer: CV Elite
Nicholls Stevens is an exceptional employer, offering a supportive and collaborative work culture where your contributions are valued and rewarded. With a focus on employee growth, the firm provides opportunities for professional development, including support for further qualifications, all while maintaining a flexible working environment in the vibrant city of Bristol. Join a team that prides itself on delivering outstanding financial planning services and building lasting client relationships.
