Client Services Manager

Pratap Partnership Ltd; York, York and North Yorkshire, Retford; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading investment management group is seeking a Client Services Manager to enhance client relationships and support financial planning services. This role involves direct client interaction, collaboration with financial planners, and a commitment to delivering exceptional service in a values-driven environment.

Qualifications

• Minimum of 5 years’ experience in a paraplanning, client services, or similar financial planning role.
• Chartered or part-chartered status would be advantageous.

Responsibilities

• Serve as the primary contact for clients, maintaining strong, proactive relationships.
• Support financial planners across all areas of advice, including tax, investment, retirement, and estate planning.

Skills

Communication

Organisational Skills

Client-Centric Approach

Education

Diploma in Financial Planning

Tools

Microsoft Office

FE Analytics

Selectapension

CashCalc

AJ Bell

Aegon

Job description

Client Services Manager
Location: Birmingham (Hybrid), with occasional travel to London and York offices
Contract Type: Full-time, Permanent
Salary: Negotiable, dependent on experience

Are you a client-focused financial services professional looking to take the next step in your career? A boutique investment management group with specialist wealth planning businesses, renowned for delivering bespoke advice and exceptional service to a high-net-worth client base, is looking for a Client Services Manager to join their growing team.

In this pivotal role, you will often be the first point of contact for clients, playing a central role in shaping their experience and building trusted, long-term relationships. You will also provide key support in the delivery of holistic financial planning services across a range of areas including tax, investments, retirement, and estate planning.

This is a rare opportunity to join a close-knit, values-led firm that places integrity, professionalism, and client care at the core of everything it does.

Key Responsibilities:

• Serve as the primary contact for clients, maintaining strong, proactive relationships
• Support financial planners across all areas of advice, including tax, investment, retirement, and estate planning
• Prepare for and attend client meetings, producing accurate notes and follow-up documentation
• Coordinate the preparation of suitability reports with outsourced providers
• Conduct regular client portfolio reviews and ensure timely updates based on changing priorities
• Ensure the seamless implementation of recommendations with a strong focus on accuracy and quality
• Maintain up-to-date knowledge of financial planning tools, platforms, and regulatory developments
• Collaborate closely with colleagues across the group to ensure a cohesive client service approach

About You:

• Minimum of 5 years’ experience in a paraplanning, client services, or similar financial planning role
• Diploma in Financial Planning (or equivalent) is essential
• High level of proficiency in Microsoft Office and financial planning tools (e.g., FE Analytics, Selectapension, CashCalc, AJ Bell, Aegon)
• Strong organisational skills and keen attention to detail
• Excellent communication and interpersonal abilities
• A client-centric approach with a commitment to delivering first-class service
• Chartered or part-chartered status would be advantageous