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

Financial Divisions

London

Hybrid

GBP 50,000 - 70,000

Full time

20 days ago

Job summary

A leading wealth management firm in London seeks a Client Services Manager to lead and develop a team focused on operational excellence and client satisfaction. Ideal candidates will have a strong background in managing client services teams, a passion for driving performance, and a commitment to exceptional client outcomes. The position offers a competitive salary and hybrid working flexibility.

Benefits

Hybrid working option
Internal training for advisers
Competitive salary with bonus

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 and professional development across your team.
  • Own and embed scalable operational processes.

Skills

Leadership and people development
Change management
Process improvement
Client services management
Collaboration

Tools

Intelligent Office (I.O.)
Job description

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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