At a Glance
- Tasks: Lead client services and enhance operational processes in a growing wealth management firm.
- Company: Boutique wealth management firm with ambitious growth plans and a high-net-worth client base.
- Benefits: Opportunity to shape the future of the business and work in a people-focused culture.
- Other info: Significant investment in technology and a commitment to diversity and inclusion.
- Why this job: Join a transformative period and make a real impact on client experience and service delivery.
- Qualifications: Leadership experience in financial planning and a passion for outstanding client service.
The predicted salary is between 70000 - 90000 £ per year.
I'm currently representing a highly regarded independent wealth management firm that is looking to appoint a Head of Client Services as part of an exciting period of growth and business transformation. This is an excellent opportunity to join a boutique wealth management business with ambitious growth plans, a high-net-worth client base and a strong commitment to delivering an exceptional client experience. The firm is currently managing approximately £300m of assets and is undergoing a significant acquisition that is expected to double the size of the business over the next 12 months. Alongside this growth, the business is investing heavily in technology, operational improvements and the overall client journey.
What makes this opportunity particularly attractive:
- Leadership responsibility for the client services and platform administration teams
- Opportunity to shape and enhance operational processes across the business
- High-net-worth client base with average client values exceeding £1m
- Significant investment in systems, technology and service delivery
- Rebrand, office refurbishment and wider transformation programme underway
- Genuine opportunity to influence the future direction of the business
- Independent, people-focused culture with ambitious growth plans
The ideal candidate will:
- Have previous leadership experience within a financial planning or wealth management environment
- Possess a strong understanding of financial planning administration and platform operations
- Be passionate about delivering outstanding client service
- Have experience improving workflows, processes and operational efficiency
- Be an effective people manager capable of developing and motivating teams
This role would suit an experienced Client Services Manager or Head of Administration looking to take on a highly visible leadership position within a growing and progressive wealth management firm.
If you would be interested in a confidential discussion, please get in touch directly via Samantha.durbridge@idexconsulting.com.
Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Head of Client Services in Bradford-on-Avon employer: IDEX Consulting
Join a highly regarded independent wealth management firm that prioritises exceptional client experiences and offers a dynamic, people-focused culture. As the Head of Client Services, you will have the unique opportunity to lead transformative initiatives, enhance operational processes, and influence the future direction of a rapidly growing business. With significant investments in technology and a commitment to employee development, this role promises not only professional growth but also the chance to make a meaningful impact within a boutique environment dedicated to excellence.
