At a Glance
- Tasks: Lead and mentor a dynamic team in client services for a growing wealth management firm.
- Company: Join a reputable independent wealth management firm known for exceptional client care.
- Benefits: Competitive salary up to £60,000, flexible office work, and strong career progression.
- Other info: Exciting growth phase with supportive leadership and collaborative culture.
- Why this job: Shape the future of client services and influence company culture in a scaling business.
- Qualifications: Experience in managing client services teams and understanding financial planning workflows.
The predicted salary is between 60000 - 60000 £ per year.
This job offers you the chance to take ownership of a growing client support function within a highly regarded wealth management firm, where your input will genuinely shape the future of the business.
You will lead a well established team supporting financial planners, ensuring a seamless client journey from onboarding through to ongoing servicing. You will oversee both general administration and platform support, bringing structure, consistency and continuous improvement to processes.
In this role, you will:
- Lead, mentor and develop a team of circa 10 to 12 across client administration and platform support
- Oversee financial planning workflows to improve efficiency and maintain high standards
- Drive a culture focused on client experience and service excellence
- Support business growth, including integration activity, ensuring the team scales effectively
- Work closely with senior leadership to refine processes and enhance operational performance
This position is ideal if you want a role where you can influence culture, develop people and play a key part in a scaling business, rather than simply maintain the status quo.
Requirements
Essential:
- Experience managing client administration or client services teams within financial planning or wealth management
- Strong understanding of financial planning workflows and client lifecycle
- Experience of platform administration and adviser support processes
Desirable:
- Experience supporting growth, change or acquisitions
- Relevant financial services qualifications
You will join an established, independent wealth management firm with a strong reputation for client care and long term stability. The business is entering an exciting phase of growth, offering you the opportunity to contribute to its next chapter.
Benefits
- Salary up to £60,000 depending on experience
- Office based role with some flexibility
- Clear scope to shape and develop your function
- Supportive leadership team and collaborative culture
- Strong long term progression opportunities
You should be within a commutable distance of Bradford on Avon. If this job sounds like the right next step for you, apply now to find out more.
Head Of Client Services in Swindon employer: Premier Jobs UK Limited
Join a highly regarded wealth management firm in Bradford on Avon, where you will have the opportunity to lead and develop a dedicated team within a supportive and collaborative culture. With a strong focus on client experience and service excellence, this role offers clear pathways for professional growth and the chance to influence the future of the business during an exciting phase of expansion.
