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For Companies At a Glance
- Tasks: Lead a dynamic client services team and drive operational excellence.
- Company: Join a fast-scaling wealth management firm with over £1 billion in assets.
- Benefits: Enjoy hybrid working, competitive salary, and a bonus structure.
- Why this job: Shape the future of client services and make a real impact.
- Qualifications: Experience in managing client services teams in wealth management is essential.
- Other info: Be part of a culture that values innovation and invests in its people.
The predicted salary is between 64000 - 72000 £ per year.
Job Description
🚀 Client Services Manager – Wealth Management
Location: London (Hybrid)
Salary: £80,000–£90,000 + Bonus
Are you ready to lead from the front in a fast-scaling, high-performing wealth management firm? This is your opportunity to shape the future of client services at one of the UK’s most dynamic financial advisory businesses.
With over 1billion in assets under management and ambitious plans to double that by 2028, this organisation is redefining excellence in client experience. As Client Services Manager, you’ll be at the heart of that transformation—driving operational performance, leading a growing team, and embedding scalable processes that support long-term growth.
🌟 What You’ll Be Doing
- Leading a centralised client services team of 10–15 professionals, plus oversight of up to 25 staff including trainee advisers
- Driving performance, engagement, and development across the team
- Owning and evolving operational processes to support expansion and service excellence
- Playing a key role in the senior management team, influencing strategic decisions
- Championing change management initiatives that future-proof the business
- Collaborating with internal stakeholders to ensure seamless client journeys
🧠 What You’ll Bring
- Proven experience managing client services/admin teams within wealth management
- A track record of successful change management and process improvement
- Strong leadership and people development skills
- Familiarity with Intelligent Office (I.O) is a plus—but not a dealbreaker if you bring everything else
- A passion for building high-performing teams and delivering exceptional client outcomes
💼 Why This Role?
- Be part of a business that invests in its people—every adviser is trained internally through a bespoke academy
- Join a culture that values innovation, collaboration, and long-term thinking
- Enjoy hybrid working: after initial onboarding, choose between London or Woking for your office days
- Competitive salary and bonus structure, with real scope to make your mark
This is more than a job—it’s a chance to lead, shape, and grow with a firm that’s rewriting the rules of wealth management. If you’re ready to step into a role with real impact, we’d love to hear from you.
Please email your CV to ursulasloan@financialdivisions.co.uk
Client Services Manager - Wealth Management employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Manager - Wealth Management
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or webinars to connect with potential colleagues and leaders in the field. This can help you gain insights into the company culture and expectations.
✨Tip Number 2
Research the latest trends in client services and wealth management. Being knowledgeable about current challenges and innovations will allow you to speak confidently about how you can contribute to the company's goals during interviews.
✨Tip Number 3
Prepare to discuss your leadership style and experiences in managing teams. Think of specific examples where you've successfully driven performance and engagement, as this role heavily focuses on team development.
✨Tip Number 4
Familiarise yourself with Intelligent Office (I.O) and other relevant tools used in wealth management. Even if it's not a dealbreaker, showing that you're proactive in learning these systems can set you apart from other candidates.
We think you need these skills to ace Client Services Manager - Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in managing client services and teams within wealth management. Use specific examples that demonstrate your leadership skills and successful change management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for building high-performing teams and delivering exceptional client outcomes. Mention how your background aligns with the company's goals and values.
Highlight Relevant Skills: Emphasise your familiarity with operational processes and any experience with tools like Intelligent Office (I.O). Even if you don't have direct experience, showcase your ability to learn and adapt quickly.
Showcase Leadership Experience: Provide examples of how you've driven performance and engagement in previous roles. Discuss your approach to team development and how you've successfully implemented change management initiatives.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Leadership Skills
As a Client Services Manager, you'll be leading a team. Be prepared to discuss your leadership style and provide examples of how you've successfully managed teams in the past. Highlight any specific achievements that demonstrate your ability to drive performance and engagement.
✨Demonstrate Change Management Experience
This role requires a strong background in change management. Be ready to share specific instances where you've implemented process improvements or led change initiatives. Discuss the challenges you faced and how you overcame them to achieve successful outcomes.
✨Understand the Company’s Vision
Research the company’s goals, especially their ambition to double assets under management by 2028. Show that you understand their vision and are excited about contributing to it. This will demonstrate your commitment and alignment with their strategic objectives.
✨Prepare Questions for the Interviewers
Interviews are a two-way street. Prepare insightful questions about the company's culture, team dynamics, and future plans. This not only shows your interest in the role but also helps you assess if the company is the right fit for you.
