This is an excellent opportunity for an established team leader who enjoys combining people management, operational oversight and continuous improvement in a customer-focused environment. Joining during an exciting growth phase, you'll have the opportunity to influence how the function evolves while helping to shape a scalable service model for the future.
The organisation operates in the Financial Services industry in London. They are a specialist Fintech business.
Description
Advisor Services Manager - Client Services
London | Hybrid Working | Financial Services / FinTech
A fast-growing and innovative financial services business is seeking an experienced Adviser Services Manager to lead and develop a high-performing client servicing team.
- This is an excellent opportunity for an established team leader who enjoys combining people management, operational oversight and continuous improvement in a customer-focused environment. Joining during an exciting growth phase, you'll have the opportunity to influence how the function evolves while helping to shape a scalable service model for the future.
The Role
Reporting into senior management, you will take ownership of the day-to-day operation of the Adviser Services function, ensuring high standards of service, quality and operational performance.
Key responsibilities will include:
- Leading, coaching and developing a client service team.
- Managing service levels, workflows, resource planning and operational priorities.
- Driving quality assurance, process improvement and risk management initiatives.
- Monitoring performance metrics and implementing improvements where required.
- Managing escalations, complaints and higher-risk cases.
- Building strong relationships with stakeholders across the wider business.
- Supporting recruitment, onboarding and succession planning as the team grows.
- Helping to develop a scalable and efficient operating model that can support future business growth.
Profile
About You, Advisor Services Manager - Client Services
We are keen to hear from candidates who can demonstrate:
- Previous leadership experience within a client services, operations or similar financial services customer focussed environment.
- Strong coaching, mentoring and performance management capabilities demonstrated on the CV
- Experience managing service delivery, quality control and operational risk.
- A track record of improving processes, controls or customer outcomes.
- Excellent communication and stakeholder management skills.
- Experience within financial services, wealth management, FinTech, platforms, adviser services or another regulated environment.
Job Offer
- Permanent Advisor Services Manager - Client Services position based in London.
- Salary of £50000 to £80000, dependent on the level of experience. Bonus
- Opportunity to join a growing and ambitious organisation.
- A highly visible leadership role with genuine scope to influence and improve operations.
- Collaborative and supportive culture.
- Hybrid working environment with a strong emphasis on team collaboration and development.
- Excellent long-term career progression prospects.
If you're interested in this role, apply now!

Job ID JN -112026-7144561
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