Our client operates across the full spectrum of the wealth management value chain, providing services that include financial planning, investment management, platform, trading, settlement, and custody. Its modular and flexible service model allows clients to tailor their business strategies as needed. The group is experiencing rapid growth, driven by strategic acquisitions within the UK wealth and asset management sectors.
The Role: Client Support Manager
The Client Support Manager (Private Client) is responsible for leading a high-performing administration team, ensuring the consistent delivery of exceptional client service. This leadership role requires the promotion of an inclusive, value-led team culture rooted in trust, accountability, and collaboration.
The successful candidate will focus on operational excellence, adherence to process, and continuous improvement while fostering a positive working environment. They must be solutions-driven, able to manage multiple priorities, and committed to maintaining high standards in all team and client interactions.
Key Responsibilities:
Leadership & Team Culture
1. Set an example through integrity, professionalism, and fairness
2. Cultivate a collaborative and supportive team environment that reflects the organisation’s core values
3. Build strong relationships with team members, advisers, clients, and stakeholders
4. Foster a culture of openness, transparency, and respect
Team Management & Development
5. Lead, coach, and motivate the client administration team to deliver high-quality results
6. Encourage ongoing learning and professional development
7. Ensure recruitment, onboarding, and performance management align with company culture and best practices
Operational Excellence
8. Oversee the delivery of accurate, efficient, and timely client services
9. Ensure data integrity and compliance within client management systems (e.g., Intelligent Office)
10. Prioritise team workloads to manage demands during peak periods
11. Oversee invoicing, income recording, and financial administration
Process Adherence & Improvement
12. Promote a culture of continuous improvement across workflows and service delivery
13. Identify process inefficiencies and implement collaborative solutions
14. Ensure all team members follow established policies and contribute to operational excellence
Relationship Management & Collaboration
15. Develop strong relationships with internal and external stakeholders
16. Collaborate closely with operations leadership to align team output with broader business goals
17. Promote cross-departmental collaboration and communication
Risk & Compliance
18. Lead by example in compliance with FCA and internal regulatory standards
19. Embed Treating Customers Fairly (TCF) and Retail Conduct Risk (RCR) principles into team practices
20. Proactively identify and escalate risks, always prioritising client outcomes and organisational integrity
Candidate Requirements:
21. Experience in a regulated financial services environment with a sound understanding of FCA requirements
22. Demonstrated success in managing an administrative or operational team
23. Strong knowledge of compliance, governance, and risk within a financial services context
24. Progress toward a Diploma in Financial Planning (QCF Level 4) or equivalent is desirable
25. Proficiency in client management systems such as Intelligent Office is highly advantageous
Benefits Package:
26. Competitive salary
27. Private Medical Insurance (post-probation)
28. Enhanced pension scheme (7.5% employer / 3% minimum employee)
29. 25 days annual leave (plus option to buy/sell up to 5 days)
30. Office closure over Christmas (3 days)
31. Life Assurance
32. Health Cash Plan
33. Hybrid working arrangements
34. Discretionary performance-related bonus
35. Employee Assistance Programme
36. Office perks (e.g., lunch and snacks provided at the Bristol office)
37. Flexible benefits package