Head of Client Services

About the role

This senior position gives you ownership of a growing client support function within a respected wealth management firm. You will shape the client journey from onboarding through ongoing servicing while leading a dedicated team.

Key responsibilities

• Lead, mentor and develop a team of 10‑12 staff across client administration and platform support.
• Oversee and improve financial planning workflows to boost efficiency and maintain high standards.
• Drive a culture focused on exceptional client experience and service excellence.
• Support business growth and integration activities, ensuring the team scales effectively.
• Collaborate with senior leadership to refine processes and enhance operational performance.

Required profile

• Proven experience managing client administration or client services teams within financial planning or wealth management.
• Strong understanding of financial planning workflows and the client lifecycle.
• Experience with platform administration and adviser support processes.
• Desirable: experience supporting growth, change or acquisitions.
• Desirable: relevant financial services qualifications.

Required skills

What we offer

• Salary up to £60,000 per year, dependent on experience.
• Office‑based role with some flexibility.
• Clear scope to shape and develop the function.
• Supportive leadership team and collaborative culture.
• Strong long‑term progression opportunities.