Overview
Client Services Manager – Financial Planning Firm
Cardiff | 4-Day Working Week | Up to £35,000 DOE | Full-Time | Office-Based (with some flexibility)
Are you a people-first professional who thrives on organisation, precision, and creating seamless client experiences? A leading, award-winning financial planning firm based in Cardiff is on the lookout for a Client Services Manager to be the operational heartbeat of their advisory team.
This is a rare opportunity to join a values-led, FCA-authorised business that truly puts clients at the centre of everything – while enjoying a 4-day working week with no reduction in pay.
This well-respected firm is known for its holistic approach to financial planning, serving clients with care, integrity, and professionalism. With a strong team ethos and commitment to excellence, they offer an environment where people are supported to thrive both personally and professionally.
Responsibilities
* The Client Services Manager will be the key liaison between clients and planners, ensuring high-quality service delivery and efficient back-office processes. Key duties include:
* Acting as the first point of contact for clients via phone, email, and in person
* Managing meeting bookings and preparing documentation for Financial Planners
* Coordinating and owning the Annual Strategy Meeting (ASM) process
* Ensuring compliance documentation is complete and up to date
* Supporting with general office administration and team coordination
* Monitoring and managing workflow to ensure timely execution of tasks
Requirements
* Ideal candidates will bring a blend of client service excellence and organisational flair, along with:
* Excellent communication and interpersonal skills
* Strong IT and administrative abilities
* Previous experience in a financial planning or professional services environment (preferred but not essential)
* GCSEs or equivalent in English and Maths (A–C)
* A proactive, detail-oriented mindset with a genuine passion for helping people
Benefits
* 4-day working week (Fridays off) with no loss of pay
* Competitive salary up to £35,000 DOE
* Collaborative and supportive team culture
* Generous annual leave and pension contributions
* Opportunity to work in a purpose-driven firm making a meaningful difference in clients’ lives
* Continuous learning and development opportunities
Location & Working Pattern
* Based in Cardiff
* 4-day working week (Mon–Thu)
* Primarily office-based, with some flexibility where needed
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