Client Support Manager
Client Support Manager Wealth Management London (Hampstead)Salary: Up to £55,000 + Bonus + BenefitsLead and Develop the Advice Support Function Within a Growing Wealth Management FirmWe are working with a highly respected and expanding wealth management business seeking an experienced Advice Delivery Manager to lead their paraplanning and client support teams.This is a pivotal leadership role, focused on driving operational efficiency, improving workflows, and ensuring advisers are fully supported to deliver an exceptional client experience.The RoleAs Advice Delivery Manager, you will take ownership of the Advice Support function, overseeing paraplanning and planning support teams while working closely with advisers and senior leadership.You will play a key role in improving processes, enhancing team performance, and ensuring consistent, high-quality service delivery across the business.Key ResponsibilitiesLead and manage paraplanning and client support teamsOversee workflow management and resource allocationEnsure high-quality support to Financial AdvisersDrive operational efficiency and process improvementsMonitor team performance using MI and KPIsSupport hiring, onboarding, and development of team membersAct as a key point of contact for team queries and escalationsWork closely with senior stakeholders to enhance service deliveryAbout YouExperience within a wealth management or financial planning firmStrong understanding of paraplanning and client support functionsPrevious
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!