At a Glance
- Tasks: Lead a team to deliver exceptional client service in financial planning.
- Company: Dynamic financial planning firm focused on client relationships.
- Benefits: Competitive salary, benefits package, and career advancement opportunities.
- Other info: Fast-paced environment with a focus on collaboration and professional growth.
- Why this job: Make a real impact by enhancing client experiences and mentoring a talented team.
- Qualifications: 5+ years in client service management with strong communication skills.
The predicted salary is between 70000 - 70000 £ per year.
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.
What you’ll be doing:
- Acting as the primary point of contact for clients, building strong, lasting relationships and ensuring all queries are handled promptly and professionally.
- Overseeing end-to-end client service delivery, including preparation and coordination of reports, financial statements, and key documentation.
- Supporting Financial Planners with client meeting preparation, scheduling, logistics, and implementation of financial plans.
- Maintaining accurate client records, improving processes, and ensuring compliance with regulatory standards and internal policies.
- Leading, mentoring, and developing client service administrators, fostering a collaborative, high-performing, and client-focused team culture.
What you’ll bring:
- 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 (e.g. 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.
If you’ve held any of these roles or used these technologies/skills, this role could be a great fit: Client Service Manager, Client Relationship Manager, Wealth Management Administrator, Financial Planning Administrator, Client Services Team Leader, Paraplanning Support, IFA Administrator, CRM systems (Intelligent Office), Financial Services Client Support, Wealth Management Operations.
Client Service Team Lead employer: Deerfoot Recruitment Solutions
Deerfoot Recruitment Solutions Ltd is an exceptional employer, offering a dynamic work environment in the heart of Central London, where you can thrive as an IT Support Analyst. With a strong focus on employee development, you'll benefit from structured training and certifications while working closely with an IT Director who values your growth. The comprehensive benefits package, including private medical insurance and generous leave policies, combined with the opportunity to make a significant impact in a new internal IT support function, makes this a truly rewarding place to advance your career.
Contact Details:
Deerfoot Recruitment Solutions Recruitment Team
