Social network you want to login/join with: Client Support Manager – National Wealth Management Firm Location:
Harrogate (Hybrid – 3 days in the office, 2 days from home) Salary:
Up to £55,000 + Excellent Benefits An exciting opportunity has become available for an experienced Client Support Manager to join the Harrogate office of a leading national wealth management firm. This leadership role is ideal for someone with a strong background in financial planning and a passion for team development and operational excellence. About the Role As Client Support Manager, you’ll lead a team of 4–5 professionals, overseeing day-to-day operations and ensuring high standards of client service delivery. You’ll be responsible for coaching, performance management, and ensuring processes align with regulatory standards and business goals. This is a pivotal role that sits at the heart of the client journey. Key Responsibilities: Lead and support a team of client support administrators Conduct regular 1-2-1s, performance reviews, and development planning Oversee workflow management, resource allocation, and service quality Act as an escalation point for complex queries or issues Work closely with Advisers, Paraplanners, and management to improve operational efficiency Ensure all work is compliant and aligned with industry regulations What We’re Looking For: Proven experience managing a team within a financial planning or wealth management environment Confident conducting 1-2-1s, appraisals, and leading team meetings Strong understanding of financial planning processes, platforms, and client servicing Excellent organisational, people management, and communication skills A natural leader who is both hands-on and strategic in their approach Salary up to £55,000
(depending on experience) Discretionary annual bonus Private Medical Insurance Life Assurance Health Cash Plan A broad range of
flexible benefits
to suit your lifestyle Hybrid working
– 3 days based in Harrogate, 2 days from home This is an excellent opportunity to take ownership of a high-performing team and make a real impact in a respected and growing wealth management business.
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