Client Support Manager – Wealth Management / IFA – Leicester
MFK is delighted to be supporting a highly respected wealth management firm with the recruitment of a Client Support Manager.
This organisation has been established for almost 40 years and is dedicated to enriching clients’ lives through tailored financial planning. With a strong reputation for trust, transparency, and service excellence, they are now seeking an experienced leader to take ownership of their Client Support Team.
The successful candidate will report to the Operations Director and play a pivotal role in leading, mentoring, and developing the team while ensuring compliance, efficiency, and outstanding client service. This is an excellent opportunity for someone with experience in financial planning / IFA operations who is ready to step into a key leadership role.
Client Support Manager – Key Responsibilities:
* Lead, develop and manage the Client Support Team, conducting regular 121s, appraisals, and career development plans.
* Allocate workflow, resolve team queries, and monitor output to ensure work is completed to agreed quality standards.
* Recruit, onboard, and support new starters, including probation reviews.
* Set and maintain high business standards, including SLAs, accuracy levels, and reporting.
* Identify and implement process improvements to drive efficiency and improved client outcomes.
* Hold regular team meetings to share updates, build engagement, and encourage best practice.
* Collaborate with advisers, paraplanners, and other teams to deliver an exceptional client experience.
* Support wider business projects and operational improvements.
* Keep technical and industry knowledge up to date in line with FCA and industry developments.
Skills & Experience Required:
Essential:
* Proven experience in managing and developing teams within a financial planning, IFA, or wealth management environment.
* Strong organisational skills with the ability to set performance standards and achieve business objectives.
* Excellent IT and data skills, with strong attention to detail and accuracy.
* Ability to build strong working relationships with advisers, clients, and colleagues.
Desirable:
* Certificate in Financial Administration (or equivalent).
* Knowledge of Intelliflo Office and/or ConcertHub.
* Experience in process improvement and operational efficiency.
Why Join This Company?
* Competitive salary and benefits package.
* 23 days holiday public holidays (with option to buy/sell up to 5 days).
* 5% employer pension contribution (via salary exchange).
* Private medical insurance (after probation).
* Hybrid working (1 day a week from home) plus flexibility for appointments.
* Funding and support for professional qualifications.
* Employee discounts on services.
* Employee referral scheme