Client Services Manager – Financial Planning

Goldsborough Financial Services is a well-established, forward-thinking financial planning firm with a strong focus on genuine client care. We are looking for an experienced Client Services Manager (CSM) to join our friendly and dynamic team in our spacious Parkside offices. This is a wonderful opportunity to be part of a supportive workplace where your contribution is valued and your work makes a meaningful difference to clients.

The Ideal Candidate: We are looking for a positive, proactive person who enjoys building strong working relationships and providing outstanding administrative support to advisers and clients.

This role would suit an organised administration professional who enjoys variety, takes pride in their work, and values being part of a collaborative and welcoming team.

The Role: In this varied and rewarding role, you will support our Financial Advisers in delivering a high standard of service and helping clients feel well cared for. Your responsibilities will include day-to-day administration, strategy implementation, compliance, and following Goldsborough’s internal processes and best-practice standards.

Key Responsibilities:

· Proactively support Financial Advisers in delivering a warm, professional, and responsive client experience.

· Manage day-to-day administrative tasks for adviser clients with care, accuracy, and attention to detail.

- Ensure compliance with industry standards and Goldsborough’s internal processes.

The Essential Requirements: · Strong client service focus and experience in a similar role.

- Comprehensive technical knowledge of financial planning strategies and products.

· Excellent organisational, written,



and verbal communication skills.

- Strong attention to detail.
- High proficiency with technology applications, especially Word and Excel.

Desirable Qualifications and Experience:

- Confidence in using XPlan software.

· Willingness to adopt new technologies and processes. · Strong problem-solving skills.

· Relevant qualifications or certifications in financial services.

Remuneration: We offer an attractive salary package that will be tailored to reflect the successful candidate’s experience, skills, and responsibilities.

Additional Benefits: We value our team and offer a range of benefits designed to support work-life balance, wellbeing, and professional growth.

· Eligibility for 2 Well-Being Days per year.

· Study allowances to support ongoing learning and development.

· Adaptable working arrangements to help support work-life balance.

· Invitations to staff social events and opportunities to connect with the wider team.

· Convenient onsite parking.

Hours: We are ideally seeking a permanent full-time team member to work 37.5 hours per week; however, we are also open to considering part-time arrangements of 0.8 FTE for the right person.

Career Opportunities: For candidates keen to continue growing their career in financial planning, there may be an opportunity to undertake a Professional Year with Goldsborough after a minimum of two years in the CSM role.

Application Process: If this sounds like the right opportunity for you, we would love to hear from you. Please submit a cover letter and resume outlining your relevant experience to Practice Manager Rebekah Young at [email protected].

All applications will be treated confidentially.

📌 Client Services Manager (Parkside)
🏢 Goldsborough Financial Services
📍 Parkside