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- Annual Salary: depends on exp - £35-42.5k plus bonus and benefits
- Location: Bristol, UK - 3 days office, 2 days home working
- Job Type: Full-time
Join a leading financial planning company in Bristol as a Client Support Manager (Private Client). This role is pivotal in leading and managing a high-performing client administration team to deliver best-in-class service standards. The successful candidate will be a trusted leader, promoting the organisation’s values and fostering a culture of trust, accountability, and collaboration.
Day-to-day of the role:- Trusted Leadership & Team Culture: Act as a role model in integrity, professionalism, and fairness. Embed the company’s culture within the team, promoting a collaborative and high-performance work environment.
- Team Management & Development: Lead, coach, and support the client administration team to ensure high motivation and performance. Align recruitment, training, and performance management processes with company values.
- Operational Excellence: Ensure adherence to best-in-class processes for high-quality, timely, and accurate service delivery. Manage client records and compliance with regulatory requirements.
- Process Adherence & Improvement: Focus on continuous improvement of workflows and processes. Identify inefficiencies and collaborate with teams to implement solutions.
- Relationship Management & Collaboration: Build strong relationships with advisers, clients, and internal teams. Ensure alignment with the wider business strategy and promote inter-departmental collaboration.
- Risk & Compliance: Uphold regulatory requirements and ensure the team operates within these guidelines. Embed Treating Customers Fairly (TCF) and Retail Conduct Risk (RCR) principles in team processes.
- Progress towards a regulated diploma in Financial Planning (QCF Level 4) or equivalent preferred.
- Experience in a regulated financial services environment, with knowledge of FCA requirements.
- Familiarity with Intelligent Office or similar client management systems highly desirable.
- Proven experience in managing an administration team with a focus on service and operational efficiency.
- Strong understanding of compliance, risk, and governance within financial services.
- Private Medical Insurance
- Employee Pension Scheme
- 24 days Annual Leave plus bank holidays
- Dental Insurance
- Life Assurance
- Health cash plan
- Flexible benefits options
This role is an excellent opportunity for a professional looking to further their career in financial services by leading a team dedicated to excellence and client satisfaction. If you are a solution-oriented leader with a strong focus on operational excellence and team development, we would love to hear from you.
To apply for the Client Support Manager position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this position.
