Client Services Manager | Financial Planning

About the role
This role is well suited to an experienced Client Services Officer who’s ready to take the next step. As a Client Services Manager, you’ll work closely with advisers and paraplanners to keep advice delivery running smoothly and clients well looked after. 

You’ll take ownership of workflows, advice implementation and ongoing client management, giving you strong exposure to the full advice process. It’s a role that builds technical confidence, commercial awareness and responsibility, ideal for someone looking to progress into paraplanning, a PY pathway, or a senior support role longer term.

You’ll be part of a structured, team based environment that values initiative, reliability and people who want to build a career in advice rather than just hold a role.

• Manage client service delivery from review prep through to implementation
• Coordinate workflows, follow ups and deadlines across advice projects
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