Client Services Manager

The Role:  I am recruiting a Head of Client Support (Client Services Manager) on behalf of Monenti Partners, a leading independent Financial Planning firm based in central London (WC1).

The Head of Client Support (Client Services Manager) will be responsible for shaping and delivering the strategy for the financial planning support function, setting service standards and strengthening processes to build capacity and drive continuous improvement. You will lead the implementation of this strategy, managing, mentoring, training and developing the support team, and delegating effectively to ensure the delivery of an exceptional service, both internally and for Monenti’s clients. You will oversee the centralised work queue, managing priorities and applying risk‑based quality controls. This is a true player‑manager role; initially contributing to complex financial‑planning work while enhancing the support function, and increasingly delivering through clear standards, structured delegation and a capable team as your career progresses within Operations.

Salary and Benefits: £50-65,000 (dependant on experience) + bonus + hybrid working + CPD + 25 days holiday + bank holidays + long service additional leave award + company pension + season ticket loan + health and well-being programme including private medical cover + death in service cover + cycle to work scheme.

The Person:  The successful Head of Client Support (Client Services Manager) will be a motivational leader and an emotionally intelligent and supportive line manager, experienced in delegation, coaching and performance management. They will be proactive and embracing of change, with experience of devising and implementing process and procedure improvements, setting standards, managing accountability and ensuring change is embedded and measured. They will also have strong technical ability, having worked in an involved support role in financial planning, wealth management or IFA administration. They will be analytical, organised and aspirational, keen to make a significant contribution to the growth of a progressive and ambitious firm while being invested in, valued and rewarded accordingly.

The Company: Monenti Partners was established with a mission to set the benchmark for the quality of financial planning that they offer to their clients and the positive outcomes that they deliver for them as a result, taking clients from Financial Uncertainty to Financial Freedom. They are a firm where both excellence and fair treatment are central to their culture, operating with a clear set of values – Integrity, Diligence, Commitment, Energy and Curiosity – which guide their every action and serve as the standard to which they hold themselves accountable.

Head of Client Support (Client Services Manager), skills and experience required:

• Proven people leadership, including delegation, coaching and performance management and a motivational and supportive leadership style.
• Experience of devising strategy around service standards and process improvements and implementing and embedding accordingly.
• Technical knowledge gained working in an involved support role in financial planning, wealth management or IFA administration.
• Confident directing workflow and managing conflicting deadlines, working hands-on and delegating as appropriate.
• Intelligent, proactive and embracing of change, technology and A.I.
• A strong relationship builder, both internally and externally, with exceptional communication skills, both verbal and written.

Dawn O’Shea is recruiting the Head of Client Support (Client Services Manager) directly on behalf of Monenti Partners so NO AGENCIES PLEASE. If you are successful in being shortlisted, you will be contacted within 14 days to discuss the role and your requirements in more detail.