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Client Services Lead – Financial Planning

Job in Caerphilly, Caerphilly County, CF83, Wales, UK
Listing for: Focus Resourcing
Full Time position
Listed on 2026-05-31
Job specializations:
  • Customer Service/HelpDesk
    Office Administrator/ Coordinator, Client Relationship Manager
  • Business
    Office Administrator/ Coordinator, Business Administration, Client Relationship Manager
Job Description & How to Apply Below
Position: Client Services Lead – Financial Planning (4‑Day Week)
Focus Resourcing is seeking a Client Services Manager in the United Kingdom, Wales. In this role, you will be the first point of contact for clients, ensuring an efficient client experience by supporting Financial Planners with diary management, meeting organization, and general administration. Candidates should have prior experience in a client-facing environment, strong organizational skills, and proficiency in Microsoft Office.

A fantastic benefits package includes a 4-day work week and various bonuses.
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