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Client Services Manager - Wealth Management - London (Hybrid) - £80,000-£90,000 Bonus

Financial Divisions

City Of London

Hybrid

GBP 60,000 - 80,000

Full time

Today
Be an early applicant

Job summary

A leading wealth management firm in London is seeking a Client Services Manager to oversee a centralized team and enhance client experience. This role focuses on building a high-performing culture, implementing scalable processes, and contributing to strategic decisions. Ideal candidates will have significant experience in client services and leadership. The firm offers a competitive salary and the flexibility of hybrid working after onboarding.

Benefits

Competitive salary bonus
Hybrid working options
Internal training for advisers

Qualifications

  • Proven track record managing client services/administration teams in wealth management.
  • Experience in change management and process improvement.
  • Strong leadership and people development skills.

Responsibilities

  • Lead and inspire a client services team of 10-15.
  • Drive performance, engagement, and professional development.
  • Own and refine scalable operational processes to support growth.
  • Contribute to business-wide strategy as part of the senior management team.
  • Champion change management initiatives to future-proof operations.

Skills

Leadership and people development
Client services management
Change management
Process improvement

Tools

Intelligent Office (I.O.)
Job description
Overview

Are you ready to take the lead in shaping client services at one of the UK's fastest-growing wealth management firms? With £1bn AUM and ambitious plans to double, this business is redefining client experience—and you could be at the centre of that journey.

The Opportunity

As Client Services Manager, you'll lead a centralised team, drive operational excellence, and play a key role in scaling the business. This isn't just about managing processes—it's about building a culture of performance, engagement, and growth.

What You'll Do
  • Lead and inspire a client services team of 10-15, plus oversight of up to 25 trainee advisers
  • Drive performance, engagement, and professional development across your team
  • Own, refine, and embed scalable operational processes to support rapid growth
  • Contribute as part of the senior management team, influencing business-wide strategy
  • Champion change management initiatives to future-proof operations
  • Collaborate across departments to deliver seamless client journeys
What You'll Bring
  • Proven track record managing client services/administration teams in wealth management
  • Experience in change management and process improvement
  • Strong leadership and people development skills
  • Familiarity with Intelligent Office (I.O.) (preferred, not essential)
  • A passion for building high-performing teams and delivering exceptional client outcomes
Why Join?
  • Be part of a business that invests in its people-every adviser is trained internally
  • Work in a culture that values innovation, collaboration, and long-term thinking
  • Hybrid working: after onboarding, choose London or Woking for office days
  • Competitive salary bonus, with scope to make a lasting impact

This isn't just another management role—it's a chance to lead, shape, and grow with a firm that's rewriting the rules of wealth management.

Interested? Send your CV to Sam at Financial Divisions

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