Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead and develop client relationship teams to ensure outstanding service and operational efficiency.
- Company: Join an award-winning financial services organisation with a focus on people development.
- Benefits: Competitive salary up to £60,000, 25 days holiday, and strong benefits package.
- Why this job: Shape service delivery and drive a client-centric culture in a growing team.
- Qualifications: Proven leadership experience in financial services and strong client relationship management skills.
- Other info: Opportunity for career growth in a supportive and professional environment.
The predicted salary is between 43200 - 72000 £ per year.
Mbf are working with an award-winning, national financial services organisation to recruit an experienced Team Manager. Our client is a multi-faced business, offering a range of services across financial planning, corporate wealth and employee benefits. This position will join their growing financial planning division, leading and managing a team of highly experienced individuals. Due to continued growth, they are now looking to appoint an experienced Manager to join their Bath office.
This is a senior leadership role within the client relationship function, offering genuine influence, progression and the opportunity to shape service delivery across the firm.
The OpportunityThis role will see you leading and developing client relationship teams, ensuring consistently high standards of service, operational efficiency and an outstanding client experience. You will work closely with senior stakeholders across the business and play a key role in driving a client-centric culture. While the role is based in Bath, there will be occasional travel to other UK offices as required (all travel fully paid).
Key Responsibilities- Lead, coach and develop client relationship teams, driving high performance and service excellence
- Embed best-practice client service standards across teams
- Oversee resource planning, performance management and service delivery against agreed SLAs
- Support client retention and ensure a smooth onboarding experience for new clients
- Work closely with senior leadership to deliver change initiatives and continuous improvement
- Ensure FCA compliance, risk management and operational controls are adhered to
- Act as a role model for the firm’s values and collaborative ways of working
- Proven leadership experience within financial services, ideally in financial planning or wealth management
- Strong background in client service or client relationship management
- Confident managing and developing teams through growth and change
- Excellent stakeholder management and communication skills
- Comfortable working in a regulated environment with a strong compliance mindset
- Willingness to travel occasionally to other UK offices
Basic salary up to £60,000 (dependent on experience). Strong benefits package: 25 days holiday plus bank holidays, group life assurance, pension, PMI and much more. Opportunity to join a highly respected, award-winning firm with long-term career prospects. Supportive, professional culture with a genuine focus on people development.
This is a fantastic opportunity for an experienced Manager who is looking to join a growing Wealth Management position within a key position.
Client Services Manager - Financial Planning in Bath employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Manager - Financial Planning in Bath
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially their approach to client service. Be ready to share how your leadership experience aligns with their values and how you can drive a client-centric culture.
✨Tip Number 3
Showcase your achievements! When you get the chance to chat with potential employers, highlight specific examples of how you've led teams to success in client relationship management. Numbers and results speak volumes!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals who can help us shape the future of financial planning.
We think you need these skills to ace Client Services Manager - Financial Planning in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Client Services Manager. Highlight your leadership experience in financial services and any specific achievements that showcase your ability to drive high performance and service excellence.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your experience in client relationship management and how you can contribute to shaping service delivery at our firm.
Showcase Your Compliance Mindset: Since this role involves working in a regulated environment, make sure to emphasise your understanding of FCA compliance and risk management. We want to see that you take these aspects seriously and can lead teams with a strong compliance mindset.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you understand the financial services landscape, especially in financial planning and wealth management. Brush up on key concepts, recent trends, and the specific services offered by the company. This will help you speak confidently about how your experience aligns with their needs.
✨Showcase Your Leadership Skills
Prepare examples that highlight your leadership experience, particularly in managing client relationship teams. Think about times when you drove high performance or implemented best practices. Be ready to discuss how you can influence a client-centric culture within the organisation.
✨Engage with Stakeholders
Since this role involves working closely with senior stakeholders, practice how you would communicate effectively with them. Prepare questions that show your interest in collaboration and change initiatives. This demonstrates your proactive approach and readiness to engage at all levels.
✨Emphasise Compliance and Risk Management
Given the regulated nature of the financial services industry, be prepared to discuss your understanding of FCA compliance and risk management. Share experiences where you ensured operational controls were adhered to, showcasing your commitment to maintaining high standards.
