Carousel Consultancy Ltd
Client Services Senior Manager - Wealth Management
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Client Services Senior Manager - Wealth Management - City of London - £50k-£55k (DoE) + bonus
We are recruiting for a successful wealth management firm who are looking for a Client Services Senior Manager, with relevant experience in the wealth management sector, to oversee the Client Services team of 6.
This is a great opportunity to join a small team of individuals who are genuinely lovely!
This is a newly created, hands-on role managing the day-to-day back-office operations and leading the Client Services team, helping to ensure that the financial advisers are supported to deliver an outstanding client experience.
This role doesn’t require ‘office management’ in the facilities sense, as the team are based in stunning serviced offices. This role is all about operational and strategic management - leading the CS team, providing advice, identifying and implementing improvements and ensuring maximum operational efficiency and success.
We’re looking for someone with a strong understanding of wealth management operations and financial services, relevant financial qualifications and a growth and development mindset. Continuous professional development, both individually and as a team, is encouraged by our client, and they will support individuals looking to undertake further finance qualifications.
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This is an opportunity to build and shape the operational backbone of a growing wealth firm, develop a talented team and play a key part in the next stage of the company’s journey, so this role will suit individuals who enjoy leading people, improving systems and making a real impact.
What’s on offer:
- Competitive salary (£50k-£55k, dependent on experience)
- Discretionary bonus scheme
- Annual salary review
- Pension scheme
- Benefits package
- Hybrid working (4 days in the office/week)
- 25 days annual leave + BH
- 1 day community volunteering
- A great work environment where you are genuinely supported to further your career
- Standard hours of 9.30am-5.30pm
What we’re looking for:
- Previous relevant experience in wealth management / financial planning services
- Strong understanding of wealth management, client services and/or paraplanning support functions including the advice process and regulatory requirements
- Relevant financial qualifications are highly advantageous, together with a commitment to continuous personal development
- Ops Manager / Practice management / line manager / supervisory experience
- Experienced in managing KPIs and undertaking performance reviews
- Experience of administrative management practices and procedures
- IT literate
- Confident communication skills
- Fluent English (spoken and written)
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Key responsibilities as the Client Services Senior Manager will include:
- Leading and managing the Client Services team
- Overseeing workflow management and operational processes
- Ensuring efficient business submissions and excellent client communication
- Supporting advisors and providing high-quality operational support
- Leading, developing and mentoring a small team
- Identifying and implementing improvements (CRM systems, workflow tools, MS Teams, SharePoint and emerging AI tools)
- And more.
Interested in this Wealth Management Client Services Management role?
If you’re looking for a new Practice Manager role within a growing financial services organisation and have the skills and experience we’re looking for, then don’t delay - submit your CV NOW, quoting ‘AE- Client Services Senior Manager - Wealth Management’
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