IFA Client Services Manager

Overview

In this role, you serve as the primary liaison between Financial Planners and clients, ensuring needs are met and expectations are exceeded. You’ll work with the operations, sales, marketing, and finance teams to deliver seamless client experiences and support revenue retention. You act as a strong advocate for clients and continuously seek improvements to processes and services. The position sits within a collaborative, client‑focused environment that values professionalism and discretion.

Pay / Benefits

• Death in Service
• Income Protection
• Pension
• Holiday trading with the option to purchase more
• Dental cover
• Cycle to Work scheme

Responsibilities

• Be the main point of contact between Financial Planners and clients to manage expectations and satisfaction
• Collaborate with operations, sales, marketing and finance to align client needs with offerings
• Coordinate cross‑functional efforts to deliver seamless client experiences
• Monitor key performance indicators for the direct team, including client satisfaction, retention, and revenue growth
• Advocate for clients and communicate feedback to ensure resources address their needs
• Stay informed on industry trends, market dynamics and competitor activity
• Identify and implement process, system and service improvements to drive growth
• Support and develop the Head of Client Services and the broader team
• Foster strong, long‑term client relationships and opportunities for retention and cross‑selling

Key requirements

• Experience in an IFA/wealth management environment
• Knowledge of the financial planning market including products and services
• Working knowledge of FCA Rules
• Previous management experience in an IFA/wealth management environment
• Strong interpersonal skills for building relationships with clients and teams
• Empathetic, patient and skilled in conflict resolution
• Commitment to professionalism, integrity and confidentiality
• Flexibility to adapt to changing business needs
• Ability to coach, mentor and develop team members
• Ability to identify issues, analyze root causes and develop innovative solutions
• Strong problem-solving skills to navigate challenges and deliver client value

• strong interpersonal skills
• empathy
• conflict resolution
• professionalism
• confidentiality
• adaptability

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