Client Service Manager - Financial Planning
Posted 4 hours 21 minutes ago by mbf.
£50,000 + 10% London Weighting + Up to 20% Bonus Leadership Role
A well-established and growing wealth management firm is seeking an Client Service Manager to lead its paraplanning and sales support function within the Borehamwood office.
This is a key leadership role within the business, responsible for overseeing advice support teams and ensuring high service and performance standards.
The Role
You will manage paraplanners and sales support staff, ensuring efficient delivery of technical support to advisers.
Responsibilities include:
- Performance monitoring and team oversight
- Managing workload distribution and capacity
- Supporting, coaching and developing team members
- Maintaining service standards and operational efficiency
- Working closely with senior leadership to drive performance
Requirements
- 3+ years' management experience within financial services
- Experience managing paraplanners and/or sales support teams
- Strong organisational and leadership skills
- Understanding of financial planning operations and advice processes
Package
- £50,000 salary
- 10% London weighting
- Bonus up to 20%
- Office-based role (5 days per week)
- Full benefits package including pension, PMI, life cover and generous holiday
This is an excellent opportunity for an experienced Paraplanning Manager or Advice Operations professional seeking a structured leadership position within a high-performing wealth management firm.