Job Title: Client Service Manager Location: Bristol Salary: Up to £55,000 Reference: 10611 Are you an experienced Client Service Manager with a background in Wealth Management and strong experience leading and developing client support teams? We are working with an established UK Wealth Management firm that is looking for a Client Service Manager to take responsibility for a team of administrators across their South offices. You can be based from any of the three offices, but flexibility to travel between locations is essential. Typically, you’ll visit Bristol and Birmingham every other week, with travel to the Dorset office around once or twice per month. All travel costs between offices will be covered. This is a hands-on leadership role focused on ensuring the team delivers an excellent level of service to both Financial Advisers and their clients. You’ll take ownership of team performance, workloads and service standards, while coaching and developing individuals through regular 1-2-1s, appraisals and ongoing training. Beyond day-to-day management, you’ll have the opportunity to improve processes, introduce best practice and work closely with senior management, Financial Advisers and other areas of the business to improve operational efficiency and client outcomes. What’s in it for you?
Client Service Manager employer: Recruit UK Careers
Join a dynamic and supportive financial planning firm in Cardiff/Swansea, where you can thrive as a Mortgage and Protection Adviser. With a strong focus on employee growth, you'll benefit from hybrid working options, generous holiday allowances, and opportunities to specialise further in financial planning. Our collaborative work culture fosters strong relationships and provides the resources needed for your success in managing a diverse client base.
