The Role – Client Services and Review Manager 
Starting Salary – £30 – £35k (pro rata) depending on skills and previous experience.
Role Type – Permanent (non-advisory), full time (35 hrs per week) with hybrid working offered after initial training period.
Location – Stockbridge, Hampshire or Claygate, Surrey
About us
TMFP is a thriving and independently owned financial planning firm with a clear purpose: to grow with intention while delivering high quality advice that enhances the financial wellbeing of our clients. Our culture is open, collaborative, and rooted in transparency and a shared commitment to doing what’s right for both our clients and our team. We pride ourselves on remaining agile, values driven, and true to our independent identity, allowing us to shape our future with clarity and confidence. Our intentions for growth include expanding our capabilities, strengthening our reputation, and investing in the people, systems, and tools that help us deliver an outstanding client experience.
Central to our philosophy is a deep commitment to our people. We believe in sustainable growth achieved through the development and empowerment of our team. We invest in learning, progression, and wellbeing—nurturing talent, creating opportunities, and ensuring every individual has the support they need to thrive. By growing with and through our people, we strengthen both our firm and the quality and continuity of what we deliver to our clients, resulting in trusted financial planning experience that stands out across the industry.
About the role:
We are looking for an energetic and organised person to join our Service Delivery team. This is an exciting opportunity to join a busy team where client service is at the heart of everything while contributing to the working culture and development of the business.
You will be responsible for coordinating and delivering the annual review process, providing support to Financial Planners, managing client relationships, and ensuring high-quality client service across the full advice and review lifecycle.
What you’ll be doing
Coordinate and organise annual reviews
- Working with the team to ensure that all documents are prepared prior to review meetings.
- Maintaining the client database and records.
- Preparing valuations and other items required by the Financial Planner.
- Confirming contributions and withdrawals for varying products.
- Reviewing and completing annual review control sheets.
- Providing post meeting support and work with the rest of the team ensuring all work is completed.
Manage client relationships and delivery of advice
- Supporting the Financial Planner in preparing solutions to present to clients and keeping them informed of any client queries.
- Taking full ownership of endtoend implementation processes for clients, ensuring IT systems and investment platforms are accurately set up for seamless onboarding and completion of work.
- Managing all client documentation and transactional requests, including preparing and submitting paperwork, guiding clients through required forms, and independently processing fund switches, topups, withdrawals, and transfers with accuracy and compliance.
- Keeping up to date with industry knowledge and the range of products and services offered.
General administrative duties
- Working with the Paraplanner and wider team to manage workloads and ensure advice delivery.
- Helping draft suitability reports, producing illustrations and conducting research.
- Understanding compliance processes including file checks, fact finds, risk profiles and due diligence.
- Ensuring accuracy and ownership of client data.
- Processing financial planning paperwork and quotes using third‑party systems.
- Onboarding new clients and investment plans into the Client Hub/back‑office system.
- Invoicing and payment follow-up.
- Managing diaries, taking calls and providing ad hoc team support.
What we are looking for
Key Skills
- Communication skills; strong written and spoken English.
- Excellent organisational and time‑management skills.
- Proactive interpersonal skills and ability to build relationships.
- High attention to detail and accuracy.
- Excellent IT skills including Microsoft Office.
- Understanding of financial planning processes and financial services industry.
Personal Qualities
- Driven by a personal sense of integrity.
- Upholds quality standards and takes ownership of work.
- Reliable and trustworthy and treats confidential information with discretion.
- Nurtures teamwork and productive relationships.
- Has care and concern for others, including clients, colleagues and our local community.
- Displays resilience and able to deal with changing priorities.
- Hardworking and diligent.
- A problem solver and not afraid to take on a challenge.
- Willing to learn new skills to develop within the team and help others.
Desirable qualifications or experience
- Minimum 2 years in a client service or administrative role within a financial planning or financial services organisation.
What We Can Offer You
Competitive Compensation: A competitive salary aligned with your earning potential. A generous benefits package including a pension scheme, shopping discounts and colleague well-being benefits and more.
Work-Life Balance: Hybrid working, the opportunity to job share (where possible), 25 days annual leave (pro rata) and 8 paid bank holidays.
Investing In Your Career: Continued training/qualification support and a structured career development plan.
Inclusive Culture: We are committed to exploring the possibilities of working smarter. This means we’d like to hear from you, whatever way you like to work. We have long-term commitment to building inclusive workplaces; we value diversity in our workforce and welcome enquiries from everyone. If you need assistance or a reasonable adjustment due to a disability, please let us know as part of your application and we will assist.
Our Promise:
TO OUR CLIENTS – we will improve their understanding and confidence in achieving financial life goals through clarity and structure.
TO OUR EMPLOYEES – we will support their career goals and aspirations through a clear development path.
TO OUR ASSOCIATES – we will work together to improve outcomes for all our clients.
TO OUR LOCAL COMMUNITY – we will provide support financially, physically and through leadership.
To apply, please email your CV to recruitment@tmfp.co.uk