Head of Client Services

Head of Client Services

Location: Bradford-on-Avon, Wiltshire Salary: Up to £60,000

The opportunity

We’re working with a boutique, Chartered, high-net-worth financial planning firm on a clear upward trajectory — growing, acquiring practices and investing in new technology. They need a Head of Client Services to lead their operations and act as the “glue” between the advice, technology, HR and leadership teams.

It’s two opportunities in one: a step up for an ambitious senior paraplanner ready for leadership — or a strategic move for an established client services or operations leader who wants real autonomy. The role is structured to support that step.

Why it stands out

• M&A integration is part of the role — deal-adjacent exposure most operational roles never get near.
• A seat at the firm’s tech transformation: client app, document portal, digital signatures, AI and compliance tools.
• Real...