Job Title : Client Support Manager - Financial Planning Location : Bristol, UK Employment Type : Full-time, Permanent Salary : Competitive Comprehensive Benefits Package Hybrid Working: 3 days office & 2 days WFH About the Role We are delighted to be recruiting on behalf of a leading wealth management firm for a Client Support Manager to oversee a dedicated client administration team, delivering excellence in client service standards.
This role is key to fostering a collaborative and high-performing team environment, with a strong focus on operational efficiency and process improvement within a regulated financial services setting.
Key Responsibilities Leadership & Culture : Lead by example, ensuring a team culture built on trust, accountability, and open communication.
Team Management : Motivate and coach the client administration team, supporting continuous learning and aligning team goals with organisational values.
Operational Excellence : Oversee the accurate management of client records, invoices, and income recording, ensuring compliance with industry regulations and company standards.
Process Improvement : Continuously seek to streamline workflows, enhancing service delivery without compromising quality.
Relationship Management : Build and maintain trusted relationships with advisors, clients, and key stakeholders, working closely with senior managers to align the team's operations with broader strategic goals.
Risk & Compliance : Ensure strict adherence to FCA guidelines and that Treating Customers Fairly (TCF) principles are at the core of all operations.
What We're Looking For Progress towards a regulated diploma in Financial Planning (QCF Level 4) or similar is advantageous.
Strong experience in a regulated financial services environment with an in-depth understanding of FCA regulations.
Proven track record managing a client administration team in financial services, with a focus on high-quality service delivery.
Proficiency in client management systems (experience with Intelligent Office is a plus).
Excellent communication, analytical, and problem-solving skills with a collaborative approach.
Benefits The successful candidate will receive a competitive salary, along with a comprehensive benefits package, including: Discretionary bonus Hybrid working Private Medical Insurance Employee Pension Scheme 24 days Annual Leave plus bank holidays Life Assurance and Health Cash Plan Access to a wide range of flexible benefits