Head of Client Services

The Company is seeking a Head of Client Services to join their team during a period of significant growth and business transformation. The successful candidate will have leadership responsibility for the client services and platform administration teams, with a focus on shaping and enhancing operational processes to ensure an exceptional client experience. This role is particularly attractive due to the high-net-worth client base, significant investment in systems and technology, and the opportunity to influence the future direction of the business. The ideal candidate will have previous leadership experience in a financial planning or wealth management environment, a strong understanding of financial planning administration and platform operations, and a passion for delivering outstanding client service. Applicants for the Head of Client Services position at the company should be prepared to take on a highly visible leadership role within a growing and progressive wealth management firm. The role requires a candidate with a proven track record in improving workflows, processes, and operational efficiency, as well as being an effective people manager capable of developing and motivating teams. The company values an independent, people-focused culture and is particularly interested in candidates who can contribute to the rebrand, office refurbishment, and wider transformation program. If you are an experienced Client Services Manager or Head of Administration with a strong background in financial planning or wealth management, and you are ready to make a significant impact in a dynamic and ambitious business, this opportunity is for you.