Senior Client Relations & Financial Planning Manager

mbf.; Bath; On-site; GBP 50,000 - 70,000; Full time

Job summary

A national financial services organization based in Bath is looking for an experienced Team Manager for their growing financial planning division. This senior leadership position involves leading client relationship teams, ensuring high standards of service and operational efficiency. The role offers genuine influence and progression opportunities, requiring collaboration with senior stakeholders. The position includes occasional travel to other UK offices, fully compensated. Ideal candidates will have strong leadership and client service skills.

Qualifications

• Experienced manager with a strong background in client relationships.
• Proven skills in leading and developing teams to achieve high performance.
• Ability to drive client-centric culture within financial services.

Responsibilities

• Lead and develop client relationship teams to ensure high service standards.
• Oversee performance management and service delivery across teams.
• Work closely with senior stakeholders to shape service delivery.

Job description

A national financial services organization based in Bath is looking for an experienced Team Manager for their growing financial planning division. This senior leadership position involves leading client relationship teams, ensuring high standards of service and operational efficiency. The role offers genuine influence and progression opportunities, requiring collaboration with senior stakeholders. The position includes occasional travel to other UK offices, fully compensated. Ideal candidates will have strong leadership and client service skills.