Jobs in Square

Client Service Manager
London / Hybrid (3 days a week in office)
£55k - £75k per annum + benefits

Are you an experienced Client Service professional within financial planning, ready to take the lead in delivering an exceptional client experience? This is your opportunity to step into a pivotal role where your expertise, leadership, and client-first mindset will truly make an impact.

You'll be the driving force behind outstanding client relationships, ensuring seamless service delivery while supporting Financial Planners and mentoring a high-performing team. If you thrive in a fast-paced, client-centric environment and want to elevate your career, this is a role you won't want to miss.

What you'll be doing

Acting as the primary point of contact for clients, building strong, lasting relationships and ensuring all queries are handled promptly and professionally
Overseeing end-to-end client service delivery, including preparation and coordination of reports, financial statements, and key documentation
Supporting Financial Planners with client meeting preparation, scheduling, logistics, and implementation of financial plans
Maintaining accurate client records, improving processes, and ensuring compliance with regulatory standards and internal policies
Leading, mentoring, and developing client service administrators, fostering a collaborative, high-performing, and client-focused team culture What you'll bring

5+ years' experience in client service management within whole-of-market financial planning
Proven ability to manage client relationships and deliver consistently high levels of service
Experience using financial planning systems and CRM tools (e.g. Intelligent Office)
Strong communication, organisation, and time management skills
High attention to detail with excellent problem-solving capability
Proficiency in Microsoft Office (Excel, Word, PowerPoint) Desirable:

Experience leading or mentoring teams and driving service improvements If you've held any of these roles or used these technologies/skills, this role could be a great fit:
Client Service Manager, Client Relationship Manager, Wealth Management Administrator, Financial Planning Administrator, Client Services Team Leader, Paraplanning Support, IFA Administrator, CRM systems (Intelligent Office), Financial Services Client Support, Wealth Management Operations.

Deerfoot Recruitment Solutions Ltd is a leading independent tech recruitment consultancy in the UK. For every CV sent to clients, we donate £1 to The Born Free Foundation. We are a Climate Action Workforce in partnership with Ecologi. If this role isn't right for you, explore our referral reward program with payouts at interview and placement milestones. Visit our website for details. Deerfoot Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy