Carousel Consultancy Ltd
Client Services Senior Manager - Wealth Management
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Client Services Senior Manager - Wealth Management
Client Services Senior Manager – Wealth Management
Location: City of London Salary: £50k–£55k (dependent on experience) + bonus
About the Role
We are seeking a Client Services Senior Manager to oversee a Client Services team of 6 at our successful wealth management firm. This is a newly created, hands-on role where you will be responsible for:
- Leading day-to-day back-office operations
- Managing and developing the CS team
- Supporting financial advisers to maintain outstanding client experiences
- Driving operational efficiency through strategic improvements
The role is not office management in the traditional sense—this is leadership, coaching, and process optimisation, including CRM, workflow tools, and emerging technology (e.g., MS Teams, SharePoint, AI).
Opportunities to Grow
This firm is committed to ** Continuous Professional Development**—they support individuals pursuing further financial qualifications. It’s an ideal opportunity for someone passionate about building operational systems, mentoring a team, and shaping a growing business.
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What’s on Offer
- Competitive salary (£50k–£55k, DoE)
- Discretionary bonus scheme
- Annual salary reviews
- Pension scheme
- Comprehensive benefits package
- Hybrid working (4 days in office, 1 day remote per week)
- 25 days’ annual leave + Bank Holidays
- 1 day dedicated to community volunteering
- Supportive, career-development-focused culture
- Standard hours: 9.30am–5.30pm
Requirements
- Previous experience in wealth management / financial planning services
- Strong understanding of wealth management operations, client services, and paraplanning—including the advice process and regulatory compliance
- Relevant financial qualifications (advantageous) with a commitment to continuous professional growth
- Proven ops management or practice leadership experience
- Experience managing KPIs, conducting performance reviews, and overseeing administrative workflows
- IT literacy (MS Office, CRM, MS Teams, SharePoint, emerging tools)
- Excellent communication skills (spoken and written) in fluent English
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Key Responsibilities
- Lead and manage the Client Services team effectively
- Oversee workflow management and operational processes
- Ensure efficient business submissions and excellent client communication
- Provide operational support to financial advisers
- Develop and mentor team members
- Identify and implement process improvements (CRM systems, workflow tools, MS Teams, SharePoint, AI integrations)
- Continuously optimise operations to enhance performance and client satisfaction
Next Steps
If you’re seeking a Client Services Senior Manager (Wealth Management) role, where you can drive operational excellence while building a high-performing team, submit your CV today, quoting: ‘AE- Client Services Senior Manager - Wealth Management’
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