Client Services Manager - Wealth Management

Client Services Manager – Wealth ManagementLocation:

London (Hybrid)Salary:

£80,000–£90,000 + Bonus

All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description.

Are you ready to lead from the front in a fast-scaling, high-performing wealth management firm? This is your opportunity to shape the future of client services at one of the UK’s most dynamic financial advisory businesses.With over 1billion in assets under management and ambitious plans to double that by 2028, this organisation is redefining excellence in client experience. As Client Services Manager, you’ll be at the heart of that transformation—driving operational performance, leading a growing team, and embedding scalable processes that support long-term growth.

What You’ll Be DoingLeading a centralised client services team of 10–15 professionals, plus oversight of up to 25 staff including trainee advisersDriving performance, engagement, and development across the teamOwning and evolving operational processes to support expansion and service excellencePlaying a key role in the senior management team, influencing strategic decisionsChampioning change management initiatives that future-proof the businessCollaborating with internal stakeholders to ensure seamless client journeysWhat You’ll BringProven experience managing client services/admin teams within wealth managementA track record of successful change management and process improvementStrong leadership and people development skillsFamiliarity with Intelligent Office (I.O) is a plus—but not a dealbreaker if you bring everything elseA passion for building high-performing teams and delivering exceptional client outcomesWhy This Role?Be part of a business that invests in its people—every adviser is trained internally through a bespoke academyJoin a culture that values innovation, collaboration, and long-term thinkingEnjoy hybrid working: after initial onboarding, choose between London or Woking for your office daysCompetitive salary and bonus structure, with real scope to make your mark

This is more than a job—it’s a chance to lead, shape, and grow with a firm that’s rewriting the rules of wealth management. If you’re ready to step into a role with real impact, we’d love to hear from you.Please email your CV to ..... full job details .....