Job Description
Client Support Manager
Wealth Management | London (Hampstead)
Salary: Up to £55,000 + Bonus + Benefits
Lead and Develop the Advice Support Function Within a Growing Wealth Management Firm
We are working with a highly respected and expanding wealth management business seeking an experienced Advice Delivery Manager to lead their paraplanning and client support teams.
This is a pivotal leadership role, focused on driving operational efficiency, improving workflows, and ensuring advisers are fully supported to deliver an exceptional client experience.
The Role
As Advice Delivery Manager, you will take ownership of the Advice Support function, overseeing paraplanning and planning support teams while working closely with advisers and senior leadership.
You will play a key role in improving processes, enhancing team performance, and ensuring consistent, high-quality service delivery across the business.
Key Responsibilities
* Lead and manage paraplanning and client support teams
* Oversee workflow management and resource allocation
* Ensure high-quality support to Financial Advisers
* Drive operational efficiency and process improvements
* Monitor team performance using MI and KPIs
* Support hiring, onboarding, and development of team members
* Act as a key point of contact for team queries and escalations
* Work closely with senior stakeholders to enhance service delivery
About You
* Experience within a wealth management or financial planning firm
* Strong understanding of paraplanning and client support functions
* Previous leadership or team management experience
* Highly organised with strong workflow management skills
* Proactive and solutions-focused mindset
* Strong communication and stakeholder management skills
* Ability to operate effectively in a fast-paced environment
What’s on Offer
* Salary up to £55,000
* Bonus up to 20%
* London weighting (where applicable)
* Hybrid/office-based working (Hampstead)
* Strong benefits package including pension, healthcare, and study support
* Clear opportunity to influence and shape operational processes
Why Apply?
This is more than just a management role - it’s an opportunity to play a central role in a growing wealth management firm, lead high-performing teams, and make a tangible impact on how advice is delivered to clients.