Client Services Senior Manager

Overview

As Client Services Senior Manager, you shape the operational backbone of a growing wealth firm. You lead a small Client Services team to support advisers and deliver an outstanding client experience through efficient back-office processes. You drive system improvements, balance daily operations with strategic initiatives, and foster a culture of development. This role offers hands-on leadership, cross‑functional collaboration, and the chance to scale operations in a client‑focused environment.

Pay / Benefits

• Hybrid working (4 days in the office/week)
• Discretionary bonus scheme
• Pension scheme
• 25 days annual leave + BH
• Career development support
• Volunteering day

Responsibilities

• Lead and develop the Client Services team
• Oversee workflow management and operational processes
• Ensure efficient business submissions and strong client communication
• Support advisers with high-quality operational support
• Mentor a small team and drive performance
• Identify and implement improvements (CRM systems, workflow tools, MS Teams, SharePoint and emerging AI tools)

Key requirements

• Wealth management / financial planning services experience
• Strong understanding of wealth management, client services or paraplanning support and regulatory requirements
• Relevant financial qualifications advantageous
• Ops manager / practice management / line management experience
• Experience managing KPIs and performance reviews
• Administrative management practices
• IT literate
• Confident communication skills
• Fluent English

• confident communication
• leadership and people development
• problem solving and initiative
• CRM systems
• MS Teams
• SharePoint

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