A highly regarded boutique financial planning firm is seeking an experienced Senior Client Services Manager/ Practice Manager to play a key leadership role within its business.
This position sits at the heart of the practice, providing operational oversight while ensuring advisers, clients and support staff are supported to perform at their best. Combining client service, implementation and practice management responsibilities, you will be instrumental in maintaining the high standards and exceptional client experience the business is known for.
The firm has built a strong reputation through personalised advice, long-term client relationships and a genuine commitment to helping clients make confident financial decisions. With a collaborative team culture and a focus on continuous improvement, this is an environment where initiative is valued and your contribution will have a direct impact on the success of the business.
This opportunity is ideal for a senior financial planning qualified who enjoys leading from the front, improving processes, supporting advisers and ensuring the business operates efficiently.
In this role you will:
- Oversee the day-to-day operations of the practice
- Lead client service and advice implementation activities
- Manage complex client enquiries and service requirements
- Coordinate the implementation of advice recommendations from start to finish
- Support advisers throughout the advice process
- Manage workflow across local and offshore support teams
- Ensure administration, compliance and operational processes run smoothly
- Identify and implement process improvements to enhance efficiency
- Maintain high standards of client service and stakeholder communication
- Provide support to the paraplanning function where required
To be successful, you will bring:
- Significant experience within financial planning administration, client services or practice management
- Strong knowledge of financial planning and advice implementation processes
- Proven ability to manage workflows, priorities and competing deadlines
- Exceptional organisational skills and attention to detail
- A proactive and solutions-focused mindset
- Strong leadership and stakeholder management capabilities
- Excellent communication skills and a genuine commitment to client service
- The ability to take ownership and drive outcomes across the business
This is an exciting opportunity for an experienced Senior CSM who enjoys bringing structure to a business, leading operational excellence and helping both clients and advisers achieve the best possible outcomes.