Client Support Manager

3 weeks ago


Bristol, Bristol, United Kingdom mbf Full time

About the Role

We 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 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

  • A competitive salary and 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.


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