IDEX Consulting Ltd
Wetherby LS22, UK
A growing, values-led financial planning business is looking for a Client Services Manager to take ownership of operations and help create the conditions for sustainable growth. This is a pivotal leadership role designed to ensure the business runs smoothly, efficiently and consistently - freeing senior leaders to focus on clients, strategic direction and business development. You'll bring structure, pace and accountability to the operational heartbeat of the business while developing people, improving workflows and maintaining exceptional client standards. The Opportunity This role exists to: Create flow across teams and processes Raise standards and consistency Protect leadership time Develop and support future talent You'll become the operational anchor for the business, ensuring work moves seamlessly from planning through to delivery. Key Responsibilities Operational Leadership Oversee day-to-day operations across administration and paraplanning functions...
