At Deans Wealth Management, we believe financial planning is about far more than money. It’s about helping people gain the confidence and freedom to live the life they want, for the reasons that matter most to them.
We’re looking for an experienced Client Services Manager to become the driving force behind an outstanding client experience. You’ll be the trusted link between our Financial Planners, Paraplanners and clients, ensuring every interaction is professional, organised and delivered with genuine care.
If you’re someone who thrives on organisation, enjoys building relationships, takes pride in getting the details right, and loves making life easier for both clients and colleagues, we’d love to hear from you.
About Us
Deans Wealth Management is an independent Chartered Financial Planning firm based in Stafford. We specialise in helping business owners, professionals and families achieve financial freedom through evidence-based financial planning and long-term relationships built on trust.
Everything we do is guided by our BRAVE values:
· Belief in our clients and their futures.
· Real Passion for helping people.
· All In when supporting clients and colleagues.
· Values-Based Planning, focusing on what truly matters.
· Empathy & Care in every interaction.
We’re proud to be building something different, a firm where professionalism, continuous improvement and genuinely caring for people go hand in hand.
The Role
As a Client Services Manager, you’ll play a pivotal role in ensuring every client journey runs smoothly from initial enquiry through to ongoing service.
Working closely with our advisers and paraplanning team, you’ll coordinate client meetings, oversee new business, maintain accurate records, communicate proactively with clients and providers, and ensure every detail is delivered to the highest possible standard.
You’ll become someone our advisers rely upon, our clients trust, and our wider team values.
What You’ll Be Doing
You’ll be responsible for:
· Delivering a first-class experience for every client from onboarding through to ongoing reviews.
· Managing adviser diaries and coordinating client appointments.
· Acting as the primary point of contact for clients throughout the implementation of recommendations.
· Preparing meeting packs and documentation to ensure advisers are fully prepared.
· Managing new business submissions from start to finish, liaising with providers and keeping clients informed throughout.
· Maintaining accurate client records within Intelligent Office (IO).
· Ensuring all correspondence, documentation and regulatory requirements are completed accurately and on time.
· Working collaboratively across advisers, paraplanners and administrators to provide a seamless client experience.
· Supporting marketing activities, client events, and engagement initiatives.
· Mentoring and supporting junior members of the client services team.
· Maintaining the highest standards of compliance, professionalism, and continuous learning.
About You
You will likely have experience within a financial planning or wealth management business and understand what excellent client service really looks like.
You’ll also bring:
· Experience in a client services, practice management or administration role within financial services.
· Strong understanding of financial planning processes and FCA regulated environments.
· Outstanding organisational skills with exceptional attention to detail.
· Excellent communication skills, both written and verbal.
· Confidence managing multiple priorities without compromising quality.
· Experience using CRM systems such as Intelligent Office (or similar).
· A proactive mindset with the confidence to solve problems and take ownership.
· A genuine desire to help clients and support your colleagues.
What We Offer
We believe that when our people thrive, our clients do too. That’s why we’re committed to creating an environment where you’ll feel supported, recognised, and rewarded as your career develops.
As part of the Deans Wealth Management team, you’ll benefit from:
· A competitive salary of up to £35,000 per annum, depending on your experience.
· A performance-related bonus of up to 20% of your annual salary, linked to both your individual contribution and the success of the business, reviewed quarterly following successful completion of your probation.
· 25 days’ annual leave, plus Bank Holidays, together with our office closure over Christmas, giving you time to rest and recharge.
· An enhanced pension scheme, with employer contributions increasing with your length of service.
· Private Medical Insurance after 12 months’ service, helping you look after your health and wellbeing.
· Death in Service cover after 12 months’ service, providing additional peace of mind for you and your family.
· Ongoing professional development, with structured training, mentoring and support to help you grow your career within a forward-thinking Chartered Financial Planning firm.
· A collaborative, values-led culture, where your ideas are welcomed, your contribution is recognised, and you’ll have the opportunity to make a genuine difference to both our clients and the future of the business.
At Deans Wealth Management, we don’t just offer a job, we offer the opportunity to build a rewarding career with a team that believes in doing the right thing, supporting one another, and delivering exceptional outcomes for the people we serve.
Join Us
If you’re looking for more than just another administration role, if you want to be part of a team that genuinely cares about clients, values professionalism and is passionate about delivering exceptional financial planning we’d love to hear from you.
To apply, please send your CV together with a short covering letter explaining why you’d like to join Deans Wealth Management. We appreciate the time taken to apply, and every application will be treated in the strictest confidence. [email protected]
Job Type: Permanent
Pay: £30,000.00-£35,000.00 per year
Benefits:
- Company pension
- On-site parking
Experience:
- Financial Services: 1 year (required)
Work authorisation:
- United Kingdom (required)
Work Location: In person
