At a Glance
- Tasks: Lead client services teams and enhance client experience in a growing wealth firm.
- Company: Boutique Chartered wealth firm with a focus on innovation and growth.
- Benefits: Competitive salary, autonomy in role, and opportunities for professional development.
- Other info: Dynamic environment with clear career progression and premium client interactions.
- 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.
Lead the engine room of a growing, boutique Chartered wealth firm.
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 employer: Ortus Psr
Join a dynamic and rapidly growing boutique Chartered wealth 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 pathway to senior leadership, exposure to innovative technology, and a supportive culture that values your qualifications and contributions. This is not just a job; it's a chance to be part of a collaborative team dedicated to delivering exceptional client experiences while enjoying the autonomy and resources to drive meaningful change.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Client Services
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ortus Psr. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Head of Client Services
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ortus Psr.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ortus Psr's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ortus Psr
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ortus Psr.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ortus Psr will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ortus Psr employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
