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Client Support Manager - Financial Planning

mbf.
Posted 15 hours ago, valid for a month
Location

Bristol, City of Bristol BS6 5EX

Salary

£40,000 - £48,000 per annum

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Contract type

Full Time

Retirement Plan
Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Client Support Manager position is based in Bristol, UK, and is a full-time, permanent role with a competitive salary and comprehensive benefits package.
  • The role involves overseeing a client administration team, focusing on operational efficiency and process improvement within a regulated financial services environment.
  • Candidates should have strong experience in a regulated financial services setting and a proven track record in managing a client administration team.
  • Progress towards a regulated diploma in Financial Planning (QCF Level 4) is advantageous, and proficiency in client management systems is preferred.
  • The position offers hybrid working with three days in the office and two days working from home.

Job Title: Client Support Manager - Financial Planning

Location: Bristol, UKEmployment Type: Full-time, PermanentSalary: Competitive + Comprehensive Benefits PackageHybrid Working: 3 days office & 2 days WFH

About 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 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.

BenefitsThe 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

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.