Client Services & Operations Manager

  • Location


  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:


  • Salary:

    £30000.00 - £43000 per annum + Bonus & Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

  • Job ref:


  • Published:

    6 days ago

  • Expiry date:


  • Consultant:

    Benjamin Holmes

Our client is a unique business which provides financial advice to HNW clients, as well as developing innovative financial technology. They are a business that pride themselves on their ethical approach to financial planning as well as designing and implementing new technology for the market.

As part of their expansion, this high calibre fintech business currently seek to recruit a Client Services & Operations Team Leader to join their team.


  • Effectively planning for and managing team capacity and workflow management, including adherence to SLAs and high-priority workflow items
  • Being an advocate for our customers and ensuring our teams are focused on excellent customer outcomes
  • Being a point of contact for Partners & Planners where required to help resolve issues
  • Providing escalation and visibility to senior management and other stakeholders of key risks and issues
  • Being an SME on Operational processes and supporting members of the team in performing their daily duties
  • Helping to manage the training, quality and performance of team members
  • Actively managing, anticipating and helping to prevent risks and issues
  • Being a key contact person for change initiatives that affect Operations, as well as pro-actively suggesting ways we can improve

Experience Required

  • 2 years + experience of working in a client support administrator role within a related company Strong knowledge of our core Wealth Management and Financial Planning processes across customer onboarding and ongoing servicing
  • Track record of high performance and examples of delivering added value for customers
  • Experience of identifying and helping to implement process improvement initiatives

Our client has advised that they will consider two types of candidate for this opportunity.

  1. The first would be a more junior financial planning administrator who is keen to stay on the client services/management side of the market, who might not have the skills & experience at that level just yet, but is keen to move into that role. This role would then be at the more junior end of the salary scale.

  1. The second would be a more senior support candidate who is already experienced in the market and may or may not have some team leader experience. This person would be at the more senior end of the salary scale.

This is an exceptionally rare opportunity to join an innovative and market leading fintech business where you can create a dynamic and enjoyable career.

The Package

  • 2/3 days home based, 2/3 days office based
  • £30,000-40,000 base salary
  • Market leading share incentive scheme
  • Annual Bonus
  • Exceptional benefits including pension & holiday etc