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
Rewards & Benefits:
* Salary up to £55,000 (depending on experience)
* 7.5% employer pension contribution
* Discretionary annual bonus
* 25 days holiday plus 3 additional days over Christmas
* Private Medical Insurance
* Dental Insurance
* Life Assurance
* Health Cash Plan
* Employee Pension Scheme
* 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.