Client Services Manager

CV Elite Ltd; City Of London; Hybrid; GBP 50,000 - 65,000; Full time

Benefits offered by this job

Hybrid working

CPD

25 days holiday

Bank holidays

Company pension

Season ticket loan

Private medical cover

Death in service cover

Cycle to work scheme

Well-being programme

Job summary

Monenti Partners in central London seeks a Head of Client Support. You will shape the strategy, set service standards and drive continuous improvement within the client support function.

Lead and mentor the team, oversee the work queue and apply risk-based controls to deliver exceptional service for clients. You will start with hands-on involvement in complex financial-planning work and progressively scale the function through clear standards, delegation and a capable team.

Qualifications

• Proven people leadership, delegation and performance management.
• Experience devising strategy around service standards and processes.
• Technical knowledge from financial planning, wealth management or IFA admin.

Responsibilities

• Shape and deliver the strategy for the client support function.
• Lead implementation, manage and develop the support team.
• Oversee centralised work queue, set priorities and quality controls.
• Contribute hands-on to complex financial-planning work when needed.
• Drive continuous improvement and measured change across operations.

Skills

People leadership

Strategy development

Process improvements

Delegation & coaching

Financial planning knowledge

AI awareness

Communication skills

Job description

The Role: I am recruiting a Head of Client Support (Client Services Manager) on behalf of Monenti Partners, a leading independent Financial Planning firm based in central London (WC1).

Head of Client Support (Client Services Manager) will be responsible for shaping and delivering the strategy for the financial planning support function, setting service standards and strengthening processes to build capacity and drive continuous improvement. You will lead the implementation of this strategy, managing, mentoring, training and developing the support team, and delegating effectively to ensure the delivery of an exceptional service, both internally and for Monenti's clients. You will oversee the centralised work queue, managing priorities and applying risk-based quality controls. This is a true player-manager role; initially contributing to complex financial-planning work while enhancing the support function, and increasingly delivering through clear standards, structured delegation and a capable team as your career progresses within Operations.

Salary and Benefits: £50-65,000 (dependant on experience) + bonus + hybrid working + CPD + 25 days holiday + bank holidays + long service additional leave award + company pension + season ticket loan + health and well-being programme including private medical cover + death in service cover + cycle to work scheme.

The Person: The successful Head of Client Support (Client Services Manager) will be a motivational leader and an emotionally intelligent and supportive line manager, experienced in delegation, coaching and performance management. They will be proactive and embracing of change, with experience of devising and implementing process and procedure improvements, setting standards, managing accountability and ensuring change is embedded and measured. They will also have strong technical ability, having worked in an involved support role in financial planning, wealth management or IFA administration. They will be analytical, organised and aspirational, keen to make a significant contribution to the growth of a progressive and ambitious firm while being invested in, valued and rewarded accordingly.

The Company: Monenti Partners was established with a mission to set the benchmark for the quality of financial planning that they offer to their clients and the positive outcomes that they deliver for them as a result, taking clients from Financial Uncertainty to Financial Freedom. They are a firm where both excellence and fair treatment are central to their culture, operating with a clear set of values - Integrity, Diligence, Commitment, Energy and Curiosity - which guide their every action and serve as the standard to which they hold themselves accountable.

Head of Client Support (Client Services Manager), skills and experience required:

• Proven people leadership, including delegation, coaching and performance management and a motivational and supportive leadership style.
• Experience of devising strategy around service standards and process improvements and implementing and embedding accordingly.
• Technical knowledge gained working in an involved support role in financial planning, wealth management or IFA administration.
• Confident directing workflow and managing conflicting deadlines, working hands-on and delegating as appropriate.
• Intelligent, proactive and embracing of change, technology and A.I.
• A strong relationship builder, both internally and externally, with exceptional communication skills, both verbal and written.