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Permanent

Client Service Manager - Financial Planning

Borehamwood
money-bag 45000.00-45000.00 Annual
3085443759
Posted Today

£50,000 + 10% London Weighting + Up to 20% Bonus Leadership RoleA well-established and growing wealth management firm is seeking an Client Service Manager to lead its paraplanning and sales support function within the Borehamwood office.This is a key leadership role within the business, responsible for overseeing advice support teams and ensuring high service and performance standards.The RoleYou will manage paraplanners and sales support staff, ensuring efficient delivery of technical support to advisers.Responsibilities include:Performance monitoring and team oversightManaging workload distribution and capacitySupporting, coaching and developing team membersMaintaining service standards and operational efficiencyWorking closely with senior leadership to drive performanceRequirements3+ years'' management experience within financial servicesExperience managing paraplanners and/or sales support teamsStrong organisational and leadership skillsUnderstanding of financial planning operations and advice processesPackage£50,000 salary10% London weightingBonus up to 20%Office-based role (5 days per week)Full benefits package including pension, PMI, life cover and generous holidayThis is an excellent opportunity for an experienced Paraplanning Manager or Advice Operations professional seeking a structured leadership position within a high-performing wealth management firm.

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