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Client Service Manager in Westminster
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Deerfoot Recruitment Solutions Limited
Client Service Manager

Client Service Manager in Westminster

Westminster Full-Time Home office (partial)
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Client Service ManagerLondon / Hybrid (3 days a week in office)

£55k – £75k per annum + benefits

Are you an experienced Client Service professional within financial planning, ready to take the lead in delivering an exceptional client experience? This is your opportunity to step into a pivotal role where your expertise, leadership, and client-first mindset will truly make an impact.

You\’ll be the driving force behind outstanding client relationships, ensuring seamless service delivery while supporting Financial Planners and mentoring a high‐performing team. If you thrive in a fast‐paced, client‐centric environment and want to elevate your career, this is a role you won\’t want to miss.

Responsibilities

Act as the primary point of contact for clients, building strong, lasting relationships and ensuring all queries are handled promptly and professionally.

Oversee end‐to‐end client service delivery, including preparation and coordination of reports, financial statements, and key documentation.

Support Financial Planners with client meeting preparation, scheduling, logistics, and implementation of financial plans.

Maintain accurate client records, improve processes, and ensure compliance with regulatory standards and internal policies.

Lead, mentor, and develop client service administrators, fostering a collaborative, high‐performing, and client‐focused team culture.

Qualifications

5+ years\’ experience in client service management within whole‐of‐market financial planning.

Proven ability to manage client relationships and deliver consistently high levels of service.

Experience using financial planning systems and CRM tools such as Intelligent Office.

Strong communication, organisation, and time management skills.

High attention to detail with excellent problem‐solving capability.

Proficiency in Microsoft Office (Excel, Word, PowerPoint).

Desirable

Experience leading or mentoring teams and driving service improvements.

Past roles such as Client Service Manager, Client Relationship Manager, Wealth Management Administrator, Financial Planning Administrator, Client Services Team Leader, Paraplanning Support, IFA Administrator.

Experience with CRM systems, Financial Services Client Support, Wealth Management Operations.

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Client Service Manager in Westminster employer: Deerfoot Recruitment Solutions Limited

Join a dynamic and supportive team in London, where your role as a Client Service Manager will not only enhance client relationships but also foster your professional growth. With a strong emphasis on collaboration and mentorship, the company offers a vibrant work culture that prioritises employee development and well-being, alongside competitive benefits. Experience the unique advantage of a hybrid working model, allowing you to balance your professional and personal life effectively while making a meaningful impact in the financial planning sector.
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Contact Detail:

Deerfoot Recruitment Solutions Limited Recruiting Team

View Deerfoot Recruitment Solutions Limited Profile
Client Service Manager in Westminster
Deerfoot Recruitment Solutions Limited
Location: Westminster
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