Client Services Manager – Financial Planning Firm

Cardiff | 4-Day Working Week | Up to £35,000 DOE | Full-Time | Office-Based (with some flexibility)

Are you a people-first professional who thrives on organisation, precision, and creating seamless client experiences? A leading, award-winning financial planning firm based in Cardiff is on the lookout for a Client Services Manager to be the operational heartbeat of their advisory team.

This is a rare opportunity to join a values-led, FCA-authorised business that truly puts clients at the centre of everything – while enjoying a 4-day working week with no reduction in pay.

This well-respected firm is known for its holistic approach to financial planning, serving clients with care, integrity, and professionalism. With a strong team ethos and commitment to excellence, they offer an environment where people are supported to thrive both personally and professionally.

Responsibilities

• The Client Services Manager will be the key liaison between clients and planners, ensuring high-quality service delivery and efficient back-office processes. Key duties include:
• Acting as the first point of contact for clients via phone, email, and in person
• Managing meeting bookings and preparing documentation for Financial Planners
• Coordinating and owning the Annual Strategy Meeting (ASM) process
• Ensuring compliance documentation is complete and up to date
• Supporting with general office administration and team coordination
• Monitoring and managing workflow to ensure timely execution of tasks

Requirements

• Ideal candidates will bring a blend of client service excellence and organisational flair, along with:
• Excellent communication and interpersonal skills
• Strong IT and administrative abilities
• Previous experience in a financial planning or professional services environment (preferred but not essential)
• GCSEs or equivalent in English and Maths (A–C)
• A proactive, detail-oriented mindset with a genuine passion for helping people

Benefits

• 4-day working week (Fridays off) with no loss of pay
• Competitive salary up to £35,000 DOE
• Collaborative and supportive team culture
• Generous annual leave and pension contributions
• Opportunity to work in a purpose-driven firm making a meaningful difference in clients’ lives
• Continuous learning and development opportunities

Location & Working Pattern

• Based in Cardiff
• 4-day working week (Mon–Thu)
• Primarily office-based, with some flexibility where needed