Client Services Manager
Quick answer
IDEX Consulting Ltd is hiring a Client Services Manager in Wetherby, Yorkshire to lead operations and team development within their financial planning business.
- Role
- Client Services Manager
- Organization
- IDEX Consulting Ltd
- Location
- Wetherby, Yorkshire
- Work setup
- On-site
- Level
- Mid
- Category
- Finance & Administration
The role
A growing, values-led financial planning business is seeking a Client Services Manager to oversee operations and ensure seamless growth. The role involves managing day-to-day operations, leading teams, and improving internal workflows. It aims to provide structure and accountability while allowing senior leaders to focus on strategy.
What you'll do
- Oversee day-to-day operations across administration and paraplanning functions
- Lead, coach, and develop operational teams through regular feedback
- Improve and streamline internal processes for growth
- Manage end-to-end client workflow and ensure deadlines are met
- Run weekly workflow and resource planning to manage team capacity
- Support the development and use of CRM and workflow systems
What it takes
- Experience as a Senior Operations Manager, Practice Manager, or Business Manager in financial advisory
- Exposure to financial planning, wealth management, or regulated professional services
- Strong understanding of operational delivery and process management
- Proven experience leading and developing teams
- Excellent organizational and problem-solving capabilities
- Ability to work with senior stakeholders and influence outcomes
What you'll bring
Frequently asked questions
Where is the job located?
The role is based in Wetherby, Yorkshire.
What is the compensation for this position?
The salary information is not specified in the job posting.
What are the key qualifications required?
Candidates should have experience as a Senior Operations Manager or Practice Manager within financial advisory and possess strong leadership and process management skills.
How do I apply for this position?
Interested candidates can visit the IDEX Consulting Ltd website to find more information and apply.
How to apply
Apply directly on IDEX Consulting Ltd's site. We link straight through — no resume parsing, no profile to fill out.
This listing is aggregated from a third-party source and its summary may be auto-generated, so details can be inaccurate or out of date. ForGood is not the employer and is not liable for the content — please verify everything on IDEX Consulting Ltd's official posting before applying.