Client Support Manager

Titan Wealth Holdings

. Provide strategic and operational leadership across the Client Services function within a defined region .

Posted 10/12/2026full-timeBristol • United KingdomJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong leadership and people management skills, with a focus on developing teams within a regulated financial services environment. Proven ability to drive operational efficiency, ensure compliance, and foster relationships with stakeholders.

Highest-signal resume keywords

Leadership ExperienceClient Management SystemsCompliance and Risk ManagementOperational EfficiencyCoaching and Mentoring

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Performance ManagementOperational OversightProcess ImprovementData-Driven Decision MakingFinancial Planning Administration

Soft Skills

Excellent CommunicationStakeholder ManagementInfluencing SkillsTeam BuildingProblem Solving

Tools & Technologies

Intelligent Office

Industry Keywords

FCA RequirementsTreating Customers FairlyRetail Conduct RiskRegulated Financial ServicesHigh-Growth Organisation

About the role

Key responsibilities & impact

Provide strategic and operational leadership across the Client Services function within a defined region
Lead 4 Client Service Managers with a span of control of approximately 40 individuals
Ensure consistent adoption of standard operating procedures
Drive high-quality and compliant client service outcomes across multiple offices
Report to the Client Operations Director
Oversee the performance, development and effectiveness of regional client services teams
Lead managers, workforce planning, operational oversight and continuous improvement
Act as a trusted leader and embed company culture and values
Lead, coach and support the client administration team
Oversee client records in the Intelligent Office system
Manage and prioritise workloads during peak periods
Monitor invoicing, income recording and matching processes
Identify process inefficiencies and implement improvements
Build relationships with advisers, clients, internal teams and external providers
Ensure adherence to FCA requirements, Treating Customers Fairly and Retail Conduct Risk principles
Identify and appropriately escalate risks

Requirements

What you’ll need

Proven experience leading and developing a large team of Financial Planning Administrators (circa 2 years)
Strong people management experience, including performance management, coaching, mentoring and handling challenging conversations
Experience operating within a regulated financial services environment
Sound understanding of compliance, risk and governance requirements
Experience driving operational efficiency and service excellence within an administration function
Experience within a complex, fast-paced or high-growth organisation is desirable
Credible and trusted leadership skills
Strong coaching and mentoring skills
Data-driven and solutions-focused approach
Ability to manage competing priorities and delegate workload
Excellent communication and stakeholder management skills
Ability to influence at all levels
Proficient in Intelligent Office or similar client management systems
Ability to travel across regional offices and occasionally nationally

Benefits

Comp & perks

Competitive salary
Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
25 days Annual Leave + public holidays
Buy and sell holidays up to 5 days
Office Christmas close (3-days)
Private medical insurance
Group life insurance
Income protection insurance
Hybrid working
Further education and training support
Discretionary performance related bonus
Confidential Employee Assistance Programme
2 days per year for voluntary work
Flexible benefits to choose from