Client Services Manager
Informed Financial Planning
Hessle, East Yorkshire (Hybrid Working)
Full-time | Permanent | 35 hours per week
Starting salary from £36,712 + Excellent Benefits + Career Development
Ready to lead a high-performing team at one of Yorkshire's most respected Chartered Financial Planning firms?
At Informed Financial Planning, we're not just looking for a manager - we're looking for someone who inspires people, drives continuous improvement and genuinely cares about delivering exceptional client experiences.
As an award-winning, independent Chartered Financial Planning firm, we've been helping clients create better futures for over 20 years. Our vision is simple: Changing Lives for the Better. Everything we do is built around our values of Mindfulness, Integrity, Collaboration and Achievement.
If you're an experienced people leader who enjoys developing teams, improving processes and making a real impact, we'd love to hear from you.
About the Role
As Client Services Manager, you'll lead our Client Services Team of nine dedicated professionals, ensuring we continue to deliver the exceptional service our clients have come to expect.
Reporting to our Director of Finance & Operations, you'll play a key leadership role in shaping our client experience while supporting the wider business strategy.
This isn't just about managing workloads. It's about developing people, improving systems and creating a positive culture where everyone can thrive.
What You'll Be Doing
- Leading, coaching and developing a talented Client Services Team
- Creating an engaging, supportive and high-performing team culture
- Driving improvements to processes, efficiency and client experience
- Working alongside our leadership team on strategic business initiatives
- Supporting recruitment, onboarding and ongoing development of new team members
- Managing performance, one-to-ones and personal development plans
- Working closely with Financial Planners to ensure outstanding client outcomes
- Ensuring Consumer Duty principles remain embedded throughout the client journey
- Championing continuous learning, collaboration and innovation
About You
You'll be someone who enjoys helping others succeed and believes great leadership is about developing people as much as delivering results.
We're looking for someone with:
Essential
- Previous management experience
- Strong client service and administration background
- Excellent communication and organisational skills
- Experience motivating and developing teams
- High attention to detail
- A proactive, solutions-focused mindset
- Passion for continuous improvement and operational excellence
Desirable
- Financial Services experience
- Knowledge of Intelligent Office
- Working towards or achieved Chartered Manager status
Why Join Informed Financial Planning?
We're proud to be one of the UK's Chartered Financial Planning firms, offering independent advice with an unwavering commitment to client care, professional excellence and long-term relationships. We foster an environment where ideas are welcomed, improvement is encouraged and every member of the team can build a rewarding career.
People stay with us because they're valued, supported and given every opportunity to develop. We invest heavily in our people and believe a successful career should never come at the expense of work-life balance.
What you'll receive
The starting salary for this role is £36,712 which, on our 35 hour working week, works out at £20.17 per hour. For comparison, for a standard working week of 37.5 hours this is the equivalent of £39,334, but we opt for reduced hours as we’re passionate about protecting our work-life balance. Increments are then added, depending on managerial experience and qualification progress towards Chartered status along with a generous benefits package.
- 35-hour working week
- Hybrid and flexible working
- Annual bonus scheme
- Private Medical Insurance
- Critical Illness Cover
- Death in Service
- Enhanced Pension
- Fully funded professional qualifications
- CII exam support and reimbursement
- Chartered Manager development
- Professional memberships paid
- Enhanced maternity and paternity pay
- Christmas office closure
- Wellbeing initiatives
- Cycle to Work Scheme
- Reduced gym membership
- Volunteering days
- Team events and socials
- Modern offices with free parking and shower facilities
- Financial guidance
- KP Golf Club membership
If you're looking for a leadership role where you'll genuinely influence people, processes and client outcomes, we'd love to hear from you. Apply today and help us continue changing lives for the better.
Check out our Careers page and apply via the job link - https://informedfinancialplanning.co.uk/careers/
Pay: £36,712.00-£44,283.00 per year
Work Location: In person
