Senior Client Support - Manchester/London

You'll take responsibility for progressing client work through to completion, coordinating multiple stakeholders and ensuring outstanding service delivery. This is a role for someone who enjoys making things happen, coordinating activities across internal teams, product providers and professional advisers to ensure client instructions and servicing requirements are completed efficiently and accurately.

Success in the role will come from taking ownership, building strong relationships, managing priorities effectively and maintaining the highest standards of service and attention to detail.

• Act as a key point of contact for clients, providing professional and responsive support.

• Manage client cases from instruction through to completion, ensuring timely and accurate delivery.

• Coordinate activity with internal teams, providers and professional advisers.

• Support the implementation and ongoing servicing of financial planning solutions.

• Prepare documentation, obtain valuations and process client instructions.

• Maintain accurate client records and ensure compliance with regulatory requirements.

• Manage review schedules, meeting preparation and follow-up actions.

• Identify opportunities to improve processes and enhance the client experience.

• Strong understanding of UK wealth and financial planning products and regulatory requirements.

• Ability to manage multiple client cases and priorities effectively.

• Excellent communication and relationship-building skills.

• High levels of accuracy, organisation and attention to detail.

• Proactive approach with the ability to work independently and take ownership.

• Knowledge of pensions, investments, ISAs, trusts and wider wealth management solutions.

• Experience supporting high-net-worth clients, use of Xplan (or similar CRM systems), and relevant financial services qualifications would be advantageous.