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, flexible office environment, and strong career progression opportunities.
- 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. As Head of Client Services, 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 Bradford-on-Avon employer: Premier Jobs UK
Join a highly regarded wealth management firm that prioritises client care and offers a supportive leadership team, fostering a collaborative culture where your contributions will directly influence the company's growth. With clear opportunities for professional development and a focus on service excellence, this role as Head of Client Services allows you to shape the future of the business while enjoying a competitive salary and flexible working arrangements in the picturesque setting of Bradford on Avon.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Client Services in Bradford-on-Avon
✨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 Premier Jobs UK. 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 in Bradford-on-Avon
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 Premier Jobs UK.
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 Premier Jobs UK'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 Premier Jobs UK
✨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 Premier Jobs UK.
✨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 Premier Jobs UK 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 Premier Jobs UK 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.
