441 Hargreaves Lansdown jobs in the United Kingdom

The Company:

A well respected and professional financial planning firm with ambitious growth plans.

The Role:

This is a fantastic opportunity for a Head of Client Services Operations who will be based in the Sheffield office of this Wealth Management firm. The role will ensure the smooth running of this office and will be responsible for managing the day-to-day Client operations of the Wealth management / Financial Planning business.

The Head of Client Services Operations will have an understanding of Wealth Management / Financial Planning business and will focus on operational efficiency, regulatory compliance, and exceptional service delivery, working with Paraplanning and Financial Administration teams.

The Head of Client Services Operations will have a leadership skill set and strong people management skills with a background in the wealth management sector.

The Head of Client Services Operations will optimise daily client operations to ensure seamless and efficient client delivery, including investment administration, client servicing, and paraplanning.

The Head of Client Services Operations will identify and implement process improvements to enhance operational efficiency and client satisfaction. Drive team performance by ensuring delivery against agreed KPIs, maintaining accountability and high standards.

The Head of Client Services Operations will work closely with stakeholders across the wider Wealth Management / Financial Planning business. Proactively identifying and mitigating operational risks by maintaining strong control frameworks and ensuring accurate reporting to relevant governance committees.

The Head of Client Services Operations will ensure that the KPI’s supporting Consumer Duty are embedded in the business through regular reporting and action.

The Head of Client Services Operations will provide direction and mentorship to relevant teams, fostering a strong focus on delivering outstanding client service.

Operate as a senior leader with responsibility for both people management and broader Wealth Management business performance.

The Candidate

7 years experience within Client Services Operations within Wealth Management or Financial Planning sector.

Team management / Leadership experience is absolutely essential for this role - having either managed a Client Services, Investment Administration or Paraplanning team (or similar).

A good understanding of the Consumer Duty regulation. The ability to understand and oversee relevant FCA requirements.

Ability to operate at a senior level and work closely with business stakeholders to ensure to ensure procedures, and guidelines continue to meet appropriate industry standards

Able to manage and lead effectively with colleagues at all levels with a growth mindset.

Ambitious and highly communicative.

Client Services Manager

Location Ledbury

Fantastic Opportunity

Are you an experienced Client Services professional with a passion for people, sales, and relationship building? This is an exciting opportunity to join a leading care home in Ledbury as Client Services Manager , where you will play a key role in shaping the success and reputation of the Home.

The Role
As Client Services Manager, you will be responsible for driving occupancy through effective sales, marketing, and business development activities. You’ll be the first point of contact for prospective residents and their families, supporting them through the journey from enquiry to move-in, while ensuring exceptional service and care.

Your duties will include:

• Managing and progressing all new and ongoing enquiries to admission.
• Building strong relationships with prospective residents, families, and local referral partners.
• Leading external business development and networking activity to generate referrals.
• Managing the Home’s presentation standards, marketing events, and promotional activities.
• Supporting the Home Manager and senior team to achieve budgeted occupancy levels.
• Representing the Home at community and professional networking events.

About You
We’re looking for someone with:

• Strong consultative sales or customer relationship management experience.
• Excellent communication and presentation skills.
• Confidence in business development and networking.
• Organisational skills and attention to detail.
• The ability to work independently while being a visible and professional ambassador for the Home.
• Proficiency in Microsoft Office and the ability to use CRM systems.

Experience in healthcare, or related industries would be advantageous, but applications are also welcomed from candidates with a strong customer service or sales background.

What’s on Offer

• A fantastic opportunity to make a real difference in people’s lives.
• A rewarding role where no two days are the same.
• Competitive salary and benefits package.
• Supportive working environment with opportunities for professional growth.

Please send your cv in confidence to (url removed)

COM1

Client Services Representative - New Role

Do you have great face to face people skills, maybe hospitality or beauty or recruitment, estsate agency or lettings, maybe you have worked in a garden centre as a supervisor , what ever your background if you have face to face customer service and sales experience we are open to looking at your CV

We are recruiting for a Client Services Representative role to support a business centre and help drive new business . This is a varied and dynamic position combining front-of-house reception, customer service, administration, operational support, and some sales activity.

Location: Wotton-Under-Edge
Salary: 27,000

The Role

• Welcome and assist visitors, tenants, and clients.
• Manage reception, communal areas, and meeting rooms to a high standard.
• Support management with day-to-day operations and administration.
• Handle bookings, catering, and other services, ensuring smooth delivery and accurate records.
• Liaise with suppliers, contractors, and service providers as required.
• Assist with enquiries, renewals, and maintaining occupancy levels.
• Contact leads and existing clients by phone, including some cold calling, to support sales and occupancy growth.
• Provide reports and support initiatives to improve services and revenue.

About You

• Professional, friendly, and confident with excellent communication skills.
• Strong organisational skills with the ability to multitask.
• Attention to detail and high standards of presentation.
• Customer-focused with a proactive, positive approach.
• Comfortable using IT systems and performing administrative tasks.
• Reliable, punctual, and motivated.
• Full UK driving licence required.

What We Offer

• Salary of 27,000 per year.
• Free parking on site.
• Private healthcare and life assurance.
• 25 days annual leave plus bank holidays.
• Monday to Friday, 08:30-17:00.
• A professional and supportive working environment.
• A varied role with opportunities to develop skills in customer service, administration, operations, and sales.

Client Services Manager

Reporting into the Director of Strategic Accounts

Flexible on location (Frequent travel is required for the position, with local office attendance)

About Experis

Experis is a global leader in IT professional resourcing and managed services. We empower organizations across the full lifecycle of technology adoption, providing flexible solutions that adapt to evolving technologies and skill demands. As part of the ManpowerGroup family of brands, we connect top talent with leading companies to drive business success.

As an Experis Client Services Manager, you will have:

A solution-oriented mindset with a passion for uncovering client challenges and packaging services that deliver measurable results. The drive to own your pipeline, combined with the resilience and energy to maintain high activity levels, will be key to your success. We also expect you to have outstanding communication skills, whether engaging senior decision-makers in target accounts or managing commercial negotiations that build long-term client partnerships.

• You will be commercially confident, with the ability to discuss product solutions with clients - with experience in payroll solutions, MSP frameworks, and associated digital or Tech-enabled services.
• A working understanding of resourcing and service delivery models is advantageous, as is familiarity with HR services such as direct recruitment and staffing.
• The ability to effectively manage both commercial and technical stakeholders will be essential to success in this role.

Key Responsibilities

• New business generation
• Identify, target, and engage prospects within your industry focus.
• Generate leads through proactive outbound activity, including calls, digital outreach.
• Secure and prepare high-quality client meetings.

Solution-led client engagement

• Conduct needs analysis to uncover client challenges and priorities.
• Apply challenger sales and solution selling methodologies.
• Position primary Experis products (xxx-MSP, PSL, Payroll) and cross-sell the Experis list of services.

Sales execution & pipeline management

• Build and maintain a healthy pipeline, while also managing your pipeline hygiene.
• Manage deals through all sales stages to close.
• Collaborate with technical SMEs and support teams.

Collaboration & market insight

• Understand and utilise the value of data led sales targeting (either self-generated or received)
• Share market intelligence and competitor insights.
• Work with Brand Services to drive a targeted GTM strategy (Marketing, Operations, Candidate Communities).

Experience/Skills Required

• B2B new business sales (hunter role).
• Proven record in achieving/exceeding sales targets.
• Experience selling MSP/PSL/payroll or recruitment services.
• Strong commercial management skills.
• High-energy, self-motivated, and KPI-driven.
• Stakeholder mapping skills; confident at engaging senior decision-makers.
• Strong CRM hygiene behaviours.
• Excellent proficiency in English (working language).

Preferred

• Knowledge of tech-enabled market.
• Understanding of HR services such as direct recruitment and staffing solutions.
• Familiarity with digital or Tech-enabled service delivery models.
• Experience negotiating with technical as well as commercial stakeholders.

At ManpowerGroup we're a global leader in workforce solutions, empowering our people every day to discover their personal best. Our services enable our clients to win in the changing world of work and we connect more than 600,000 people every day to meaningful work across a wide range of skills and industries helping to power the success of clients around the world.

We are committed to promoting a diverse and inclusive community - a place where we can all be ourselves and succeed on merit. In line with our Diversity and Inclusion policy, we welcome applications from all suitably qualified or experienced people regardless of age, gender, ethnicity, sexual orientation or disability. ManpowerGroup is a Disability Confident Employer and we're happy to talk about flexible working.

Job Title: Client Services Adviser

Location: Chester (Hybrid)
Contract: 6 months (Potential for extension)
Working Pattern: Full Time

About Us:
Join our dynamic EMEA Priority Client Services team, where we prioritise building strong relationships with our highest-tier Institutional and Corporate clients. We are committed to delivering market-leading client service while ensuring an optimal, highly automated post-trade experience.

Role Overview:
As a Client Services Adviser, you will serve as the dedicated point of contact for a portfolio of priority clients, providing operational support from onboarding through to post-trade processes. Your expertise will play a crucial role in enhancing our clients' experiences and ensuring seamless operational performance.

Key Responsibilities:

• Act as the main contact for your clients and facilitate their operational needs during onboarding and post-trade phases.
• Offer subject matter expertise to clients, helping to develop cutting-edge operational technology.
• Collaborate with key internal stakeholders, including Sales, Trading, and Trade Control, to address clients' operational requirements effectively.
• Acquire knowledge of FX trade lifecycle applications to enhance processing rates and mitigate operational risks.
• Support the development of strategic objectives aligned with Global Markets and stakeholder goals.
• analyse client data and present performance metrics to assess alignment with targets.
• Participate in internal forums and external client meetings to ensure comprehensive service delivery.

Experience:

• Proven track record in client-focused roles, demonstrating excellent communication and interpersonal skills.
• Ability to swiftly grasp various operational platforms to support daily activities.
• Self-motivated with the capacity to work independently in a fast-paced environment, managing time effectively.
• An inquisitive mindset that encourages questioning the status quo and seeking innovative solutions.

Additional Skills:

• A drive for innovation, bringing fresh ideas to enhance team effectiveness.
• Experience in collaborating with diverse viewpoints to identify the best paths forward.
• A continuous learner, skilled in connecting with a variety of clients to anticipate future business needs.
• A commitment to promoting positive change and challenging conventional practises.
• Participation in collaborative efforts to advance tools and methodologies for an evolving client base.
• Strong belief in the value of diversity to better meet the needs of a global clientele.

Why Join Us?
This is an excellent opportunity to contribute to a leading organisation in the financial services sector. You will be part of a collaborative team that values diversity and innovation, allowing you to grow both personally and professionally while making a meaningful impact on our clients' operational success.

Application Process:
If you are passionate about delivering exceptional client service and have the skills to thrive in a dynamic environment, we would love to hear from you!

Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

Looking for more than just another admin role?

Jo (Mrs H) at Avocet Commercial Careers has a fantastic opportunity for 3 Client Services Administrators with a well-established financial services firm in Taunton.

This isn't about pushing papers - it's about becoming the backbone of exceptional client experiences while working in a supportive, forward-thinking environment that genuinely values your contribution and career development!

About the Client

Our client is an established financial services firm with a strong reputation for delivering outstanding client service and comprehensive financial planning solutions.

With their commitment to excellence and collaborative approach, they offer the perfect setting for career growth in financial services.

About the Role

This full-time permanent position (35 hours per week) offers an excellent hybrid working arrangement after your successful completion of probation - 3 days in their modern Taunton office with 2 days working from home flexibility. During your first 3 months, you'll be office-based to ensure comprehensive onboarding and integration with the team. You'll be working closely with Financial Advisers, Paraplanners, and colleagues to elevate client experiences through exceptional organisation and communication skills.

Client Services Administrator Responsibilities

• Handle all incoming and outgoing communications in a professional and efficient manner
li>Develop comprehensive understanding of the firm's service proposition, operational processes, and procedures
• Build and maintain excellent working relationships throughout the team and with external professional connections
• Proactively support the onboarding of new clients ensuring smooth transitions
• Prepare and support timely delivery of annual review services
• Take ownership of tasks ensuring accurate completion within expected timescales to the highest quality
• Process all new business and ad hoc client queries with excellent accuracy and regular client updates
• Demonstrate excellent time management and organisational skills
• Adhere to Financial Services and Markets Act 2000 and FCA rules
• Comply with Consumer Duty, Treating Customers Fairly (TCF), Training & Competence (T&C), and financial crime procedures
• Undertake role-specific training as required for continuous development

Client Services Administrator Requirements

• Minimum 3 years' experience in a client-facing administrative support role
• Excellent interpersonal and client care skills with proven track record
• Demonstrated ability to work under own initiative and take ownership
• Excellent diary management, planning, and organisational skills
• Professional, articulate, and confident approach in all interactions
• Commercially astute with keen business acumen and understanding
• Keen attention to detail with strong problem-solving mindset
• Empathetic and patient approach when dealing with difficult situations
• Strong organisational skills with ability to plan time efficiently to meet deadlines
• Confidence to ask questions and maintain a "can do" attitude
• Pragmatic, analytical mindset with pride in achieving high standards

Benefits

• 35 hours per week with excellent work-life balance
• 3 days office, 2 days home (after successful probation period)
• 28 days annual leave (including 3 days allocated for Christmas shutdown) plus bank holidays
• Company pension scheme and Group Life Assurance
• Health Cash Plan

The Ideal Candidate

You're an experienced administrative professional who genuinely thrives on building meaningful relationships and delivering exceptional client service. With your pragmatic mindset and keen attention to detail, you don't just complete tasks - you take ownership and ensure everything is done to the highest standard. You're empathetic and patient, understanding that financial services is ultimately about people and their important life goals. Your "can do" attitude, combined with your commercial awareness and problem-solving skills, makes you the perfect fit for a role where you'll be valued as an integral part of a forward-thinking team that makes brilliant things happen.

Contact Jo (Mrs H) at Avocet Commercial Careers for more information.

• Manage the client journey from initial contact to new business processing

• Support financial advisers and investment teams with administrative tasks

• Liaise with providers via telephone, email, and letter

• Communicate effectively with clients by phone, email, letter, and face-to-face

• Handle client queries where possible and escalate when necessary

• Book appointments and perform general PA duties

• Prepare meeting rooms, greet clients, and offer refreshments

• Organise and prioritise workload to meet deadlines

• Maintain and update the CRM system (Intelligent Office) ensuring compliance

• Help create a pleasant, efficient office environment that promotes client satisfaction

• Minimum 5 years' experience in an independent financial planning firm (preferably from a chartered or small IFA firm)

• Ethical, honest, and compliant with industry standards

• Confident, organised self-starter with excellent time management skills

• Strong attention to detail with an eye for accuracy in all tasks is essential

• Excellent written and verbal communication skills, including letter writing with strong grammar and spelling

• Proficient IT skills, including Outlook, Word, Excel, and ideally experience with Intelligent Office

• A team player who takes direction well, is open to feedback, and willing to ask questions

• Ambitious and passionate about delivering outstanding client service, treating clients like family

• Comfortable working in a fast-paced, high-volume environment

• Willingness to mentor junior colleagues as the role develops

• Salary ranges between 29,000 - 35,000/year DOE
• 25 days holiday, rising by one per year until 30 days + Bank holidays.
• Birthday off
• Pension auto-enrolment
• Private medical insurance
• Free on-site parking

Apply now or contact Luke at Brook Street Cardiff for more information.

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

We are working with an award winning employer to find a Client Services Coordinator in the Chelmsford area to join their team. As part of the role you will be working within the science and research industry to coordinate the commercial aspects of jobs. This will involve direct liaison with both UK and International clients. Primarily office based, the role will on occasion require client or site visits and event participation.

This is for a 6-month fixed-term contract, with potential to be made permanent over time.

Main Duties and Responsibilities

• Championing core values and ethics, proactively following group policies.
• Daily Management of your portfolio with focus on high quality service delivery primarily via email
• Building strong relationships with clients
• Producing electronic certificates, reports and invoices in an accurate and timely manner
• Data management of job progress system and client information
• Interpreting results/reports and taking appropriate actions, both internally (other departments, group offices, subcontractors) and externally with clients
• Contributing to credit control activities as required to enable prompt payment
• Undertaking and providing training activities as required
• Ability to problem solve and find solutions to complex queries
• Ability/willingness to assist in other areas of the Metals & Minerals business from time to time, as and when required
• Pro-active participation in:
• Team meetings and following through actions/projects
• Contributing to upkeep and improvement of office processes and procedures
• Keep up to date with market intelligence and best practises
• Build strong links with other internal departments (sales and marketing, laboratory, finance, other coordination teams, legal)
• Attend client meetings and events as and when required
• Responsibility to ensure all Quality, Health, Safety and Environmental tasks are completed within a timely manner.
• Adherence to quality Key Performance Indicators
• Adherence to all legal requirements
• Involve in overall process improvement

Deliverables

• Follow set quality key performance indicators
• Ensure all daily, weekly, and monthly priorities are completed efficiently and effectively
• Adherence to latest sanction controls, financial controls and other legal requirements

Additional Notes:
Location Disclosure: Please mention your location in your CV. Applications without location details may experience delays in processing.

Eligibility: Only applicants with UK residency and full visa status will be considered. Applications from those outside of the UK will not be shortlisted. If you plan to relocate, please mention this in your CV or cover letter.