Location
Bradford-on-Avon
Job Type
Full-time
Posted
July 11, 2026
Job Description
This Head of Client Services job offers you the chance to take ownership of a growing client support function within a highly regarded wealth management firm, where your input will genuinely shape the future of the business.
As Head of Client Services, you will lead a well established team supporting financial planners, ensuring a seamless client journey from onboarding through to ongoing servicing. You will oversee both general administration and platform support, bringing structure, consistency and continuous improvement to processes.
In this Head of Client Services role, you will:
* Lead, mentor and develop a team of circa 10 to 12 across client administration and platform support
* Oversee financial planning workflows to improve efficiency and maintain high standards
* Drive a culture focused on client experience and service excellence
* Support business growth, including integration activity, ensuring the team scales effectively
As Head of Client Services, you will lead a well established team supporting financial planners, ensuring a seamless client journey from onboarding through to ongoing servicing. You will oversee both general administration and platform support, bringing structure, consistency and continuous improvement to processes.
In this Head of Client Services role, you will:
* Lead, mentor and develop a team of circa 10 to 12 across client administration and platform support
* Oversee financial planning workflows to improve efficiency and maintain high standards
* Drive a culture focused on client experience and service excellence
* Support business growth, including integration activity, ensuring the team scales effectively