Client Support Manager

1 month ago


Bristol, United Kingdom mbf Full time

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


  • Bristol, United Kingdom CV-Library Full time

    Client Support Manager - Bristol Operations – Advisory Operations / Perm, Full Time /Hybrid Titan Wealth Holdings Limited (previously known as Aspira Corporate Solutions Ltd) is a top financial planning company located in Bristol, UK. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our...


  • Bristol, United Kingdom Webgains Full time

    **ABOUT YOU** Are you someone who is passionate about customer service? Are you able to communicate clearly and effectively both in writing and in phone calls? Do you enjoy tackling challenges and technical issues? If this sounds like you, we’d love for you to apply! **ABOUT THE ROLE** As a Client Support Executive your role is to provide effective...


  • Bristol, United Kingdom Webgains Full time

    ABOUT YOU Are you someone who is passionate about customer service? Are you able to communicate clearly and effectively both in writing and in phone calls? Do you enjoy tackling challenges and technical issues? If this sounds like you, we’d love for you to apply! ABOUT THE ROLE As a Client Support Executive your role is to provide effective and...


  • Bristol, United Kingdom mbf Full time

    Job Title: Client Support Manager - Financial PlanningLocation: Bristol, UKEmployment Type: Full-time, PermanentSalary: Competitive + Comprehensive Benefits PackageHybrid Working: 3 days office & 2 days WFHAbout the RoleWe are delighted to be recruiting on behalf of a leading wealth management firm for a Client Support Manager to oversee a dedicated client...

  • Private Client Support

    6 months ago


    Bristol, United Kingdom Titan Wealth Planning Ltd Full time

    Titan Wealth Holdings Limited is a top financial planning company located in Bristol, UK. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. **Role Description** This is a full-time hybrid role -...


  • Bristol, United Kingdom RWR Recruitment Full time

    RWR RECRUITMENT have an excellent opportunity for a professional and committed person to work for our client based in Bristol (BS5). We are looking for a Client Support Administrator to join the team with an immediate start! **Job Type: Full Time.** **Salary**: £24,500 +£150 bonus per quarter pending KPI’s are met **Shifts**: Monday-Sunday 40 hrs per...


  • Bristol, Bristol, United Kingdom mbf Full time

    About the RoleWe are excited 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...


  • Bristol, United Kingdom Idex Full time

    Do you have experience of working for a financial services product provider? Are you looking for a new challenge that can offer a career pathway through to Advising? This role will see you working within the corporate client support team, which provides exceptional service by ensuring that all customers are dealt with professionally and effectively whilst...


  • Bristol, United Kingdom Owen Reed Full time

    Job DescriptionPurpose of jobThis is a multi-disciplinary, hands-on role with a strong focus on key account management and client listening. The ambition is that the Client Development Team work collaboratively with Enterprise Client Partners and Client Relationship Teams across the business to pro-actively manage Enterprise client accounts for the benefit...


  • Bristol, United Kingdom Owen Reed Full time

    Job Description Job Description Purpose of job This is a multi-disciplinary, hands-on role with a strong focus on key account management and client listening. The ambition is that the Client Development Team work collaboratively with Enterprise Client Partners and Client Relationship Teams across the business to pro-actively manage Enterprise client...


  • Bristol,, South West England, United Kingdom Owen Reed Full time

    Job DescriptionPurpose of jobThis is a multi-disciplinary, hands-on role with a strong focus on key account management and client listening. The ambition is that the Client Development Team work collaboratively with Enterprise Client Partners and Client Relationship Teams across the business to pro-actively manage Enterprise client accounts for the benefit...


  • Bristol, United Kingdom Owen Reed Full time

    Job DescriptionPurpose of jobThis is a multi-disciplinary, hands-on role with a strong focus on key account management and client listening. The ambition is that the Client Development Team work collaboratively with Enterprise Client Partners and Client Relationship Teams across the business to pro-actively manage Enterprise client accounts for the benefit...


  • Bristol, Bristol, United Kingdom Osborne Clarke Full time

    At Osborne Clarke, we are seeking a talented Client Development Executive to join our team in the UK. This exciting role offers a unique opportunity to work closely with our sales and marketing teams, supporting the delivery of client development initiatives and contributing to the growth of our key client relationships.About the RoleThis is a permanent...


  • Bristol, United Kingdom Aspirations Support Full time

    **On-Call Job Description** Are you an experienced Support worker who is now seeking the next step in your career? Do you consider yourself to be a true leader with exceptional people and leadership skills and have the ability to deliver outstanding service? If yes then this could be the role for you! We are now recruiting for an On Call Support Officer to...


  • Bristol, United Kingdom Aspirations Support Full time

    **On-Call Job Description** Are you an experienced Support worker who is now seeking the next step in your career? Do you consider yourself to be a true leader with exceptional people and leadership skills and have the ability to deliver outstanding service? If yes then this could be the role for you! We are now recruiting for an On Call Support Officer to...


  • Bristol, Bristol, United Kingdom beBee Professionals Full time £30,000 - £45,000

    Account Manager Job DescriptionWe are seeking a skilled Account Manager to join our team at beBee Professionals in Bristol. As an Account Manager, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving long-term growth.Key Responsibilities:Client Relationship Management:...


  • Bristol, Bristol, United Kingdom Client Server Full time

    C# Developer / Software Engineer (C# .Net 6 React Cloud) - Remote UK / WFH opportunityWe are seeking a skilled C# Developer with strong .Net Core experience combined with a good knowledge of Cloud based platforms.As a C# Developer at Client Server, you could be joining a financial services tech consultancy that specialises in solutions for Pensions and...

  • Client Success Manager

    2 months ago


    Bristol, United Kingdom CV-Library Full time

    Client Success Manager Location: Home-based, with a primary focus on Bristol, and frequent travel to Brighton and customer sites Salary: c40K – 45K + Benefits Client Success Manager required by well-established Software Solutions Provider! This is a pivotal role within the Customer Support Team, where you’ll be responsible for supporting a...

  • Client Manager

    2 months ago


    Bristol , Bristol, South West England, United Kingdom Hays Accountancy and Finance Full time

    A highly regarded and very successful firm of accountants in Bristol is seeking a Client Manager to head up the compliance side of the firm. This is an excellent opportunity to have autonomy in running a well-established practice. This position offers unblocked progression to Director. You will be an ambitious ACCA/ACA qualified accountant, with previous...


  • Bristol, Bristol, United Kingdom Fiora Full time

    Job DescriptionWe are seeking an experienced Client Relationship Manager to join our team at Fiora, a leading integrated agency. As a key member of our client services team, you will be responsible for delivering high-quality projects and managing client relationships to drive business growth.The ideal candidate will have 2-3 years of experience in a...