We're partnering with a values-driven wealth management firm that's making waves in the ethical investment space-and they're on the hunt for a Client Services Manager who's polished, proactive, and passionate about creating a premium experience for clients.

Why You'll Love This Role

This isn't your typical back-office admin role. You'll be a central part of a high-performing advice team, helping individuals and families invest in line with their values. Expect variety, ownership, and the chance to work with a business that's leading the way in sustainable finance.

What You'll Be Doing

• Be the go-to for client queries-friendly, fast, and full of solutions
• Manage onboarding, compliance checks, and ongoing service delivery
• Collaborate with advisers to prepare client reviews, reports, and advice documentation
• Liaise with platforms, providers, and investment teams to ensure everything runs smoothly
• Keep client data up to date in CRM and make process improvements where you see them

About You

You're a people person who loves getting things done. You're organised, resourceful, and take pride in creating a seamless client experience.

You'll ideally bring:

• 2+ years in a client service or adviser support role within an advisory firm
• A strong customer-first approach and excellent communication skills
• Familiarity with platforms like Xplan
• RG146 compliance
• A genuine interest in ethical, impact-driven investing

What's in It for You

• A progressive, inclusive team culture Flexible work arrangements
• Direct mentoring and career development
• A sense of purpose-your work truly makes a difference
• Competitive salary package