At a Glance
- Tasks: Lead client services teams and enhance client experience through innovative technology.
- Company: Boutique financial planning firm with a focus on growth and technology.
- Benefits: Competitive salary, autonomy in role, and opportunities for professional development.
- Other info: Dynamic environment with clear career progression and premium clients.
- Why this job: Be at the forefront of tech transformation and influence the entire business.
- Qualifications: Experience in IFA/wealth client lifecycle and strong leadership potential.
The predicted salary is between 60000 - 60000 £ per year.
Location: Bradford-on-Avon, Wiltshire
Salary: Up to £60,000
The opportunity
We’re working with a boutique, Chartered, high-net-worth financial planning firm on a clear upward trajectory — growing, acquiring practices and investing in new technology. They need a Head of Client Services to lead their operations and act as the “glue” between the advice, technology, HR and leadership teams. It’s two opportunities in one: a step up for an ambitious senior paraplanner ready for leadership — or a strategic move for an established client services or operations leader who wants real autonomy. The role is structured to support that step.
Why it stands out
- M&A integration is part of the role — deal-adjacent exposure most operational roles never get near.
- A seat at the firm’s tech transformation: client app, document portal, digital signatures, AI and compliance tools.
- Real breadth and seniority — you’ll influence the whole business, not one function.
- A clear route up: shadow the HR Director for 6–12 months, then report directly to the MD.
- Premium, boutique clients and a genuine “business owner” culture, with full backing for your qualifications.
The role
You’ll lead and develop the administration, platform and client relations teams to deliver an outstanding, consistent client experience. Day to day, you’ll:
- Lead the teams — set standards, manage capacity and support recruitment, training and reviews.
- Own the client lifecycle via the practice management system (Plannr): onboarding, review packs, communications and data.
- Run platform administration — submissions, withdrawals, transfers and project work (e.g. PP to ISA, Bond to ISA & CGT).
- Drive process improvement, KPIs and automation across the teams.
- Support compliance in practice — Consumer Duty, GDPR, T&C and file standards.
- Set the front-of-house and office standard.
Over time, you’ll take on strategic work: integrating acquired firms, rolling out proposition changes and supporting new technology.
What you’ll bring
- Strong knowledge of the IFA / wealth client lifecycle and platform administration — ideally from a paraplanning, client services or operations role.
- Either proven people leadership, or the clear potential and appetite to lead.
- A process-improver who’s comfortable with new technology.
- A sound understanding of compliance (Consumer Duty, GDPR).
- A genuine “business owner” mindset — high ownership, high standards, collaborative with people.
Head of Client Services in Bradford-on-Avon employer: Ortus PSR Ltd.
Join a dynamic and rapidly growing boutique financial planning firm in Bradford-on-Avon, where you will have the opportunity to lead client services and influence the entire business. With a strong focus on employee development, you will benefit from a clear path to leadership, exposure to M&A integration, and involvement in cutting-edge technology initiatives. The company fosters a collaborative culture that values high standards and offers premium clients, making it an exceptional place for ambitious professionals seeking meaningful and rewarding careers.
