Head of Client Servicing

Location: Brighton, East Sussex (hybrid working)

Salary: £30,000-£35,000

Role Overview

Our client is looking to appoint an experienced and highly organised Head of Client Servicing to join their established financial planning practice. This is a pivotal role that sits at the heart of the client experience function, working closely with a team of financial advisers to ensure seamless, professional, and proactive client engagement throughout the service cycle.

The successful candidate will take ownership of client meeting coordination, communication workflows, data integrity, and service quality — acting as the central point of contact for all matters relating to client servicing operations.

Key Responsibilities

1. Client Meeting Coordination

• Manage end-to-end scheduling of client review meetings on behalf of the adviser team, ensuri...