An exceptional opportunity has arisen with a highly respected multi-family office based in Mayfair, supporting a sophisticated portfolio of Ultra-High-Net-Worth (UHNW) clients.
This organisation provides bespoke wealth management and financial planning services to clients with investable assets typically ranging from £25m to £500m. Many clients have recently experienced significant liquidity events (including business sales and M&A), making this a dynamic and intellectually engaging environment.
This is a client-facing leadership role, ideal for an experienced IFA professional who thrives in a high-touch, service-driven environment and enjoys managing and developing teams.
The Role
As a Client Service Manager, you will play a pivotal role in delivering a first-class client experience while supporting financial planners and leading a team of client service professionals.
You will act as a key point of contact for clients, ensuring their needs are met with the highest level of professionalism, accuracy, and care.
Key Responsibilities
* Managing and developing long-term relationships with UHNW clients
* Acting as a primary point of contact for client queries and resolving issues promptly
* Overseeing the delivery of all client service activities to ensure efficiency and accuracy
* Supporting Financial Planners with client meetings, reporting, and financial planning implementation
* Coordinating the preparation and delivery of client documentation and reports
* Maintaining accurate client records and ensuring regulatory compliance
* Leading, mentoring, and developing a team of client service administrators
* Driving continuous improvement in client service processes and standards
About You
* Minimum 5+ years’ experience within an IFA / Wealth Planning / Financial Advice environment
* Proven experience managing client relationships in a whole-of-market financial planning setting
* Prior experience leading or managing a team is essential
* Strong understanding of financial planning processes and client lifecycle
* Experience with CRM systems (e.g., Intelligent Office) and Microsoft Office Suite
* Highly organised with excellent attention to detail and the ability to manage multiple priorities
Personal Attributes
* Strong client focus with a passion for delivering exceptional service
* Excellent communication and interpersonal skills
* High emotional intelligence and ability to build trusted relationships
* Proactive, adaptable, and solutions-oriented mindset
* Professional, personable, and confident in dealing with sophisticated clients
* Resilient and able to perform effectively in a fast-paced environment
What’s on Offer
* Competitive salary of £55,000 – £65,000 (Flexible)
* Discretionary bonus
* Pension scheme
* Income protection
* Death-in-service benefit
* Hybrid working (3 days in office, flexible rota for additional days)
* Opportunity to work with highly sophisticated clients and complex cases
* Clear scope for professional development and career progression
This is a rare opportunity to join a high-performing, client-focused environment where you will gain exposure to complex financial planning scenarios and play a key role in delivering an exceptional client experience.