IDEX Consulting Ltd
Client Services Manager
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Client Services Manager
Financial Planning - Client Services Manager Wetherby | Office based Up to £50,000 salary
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 Lead, coach and develop operational teams through regular feedback and performance management Improve and streamline internal processes to support growth and efficiency Act as the first point of resolution for operational challenges before escalation
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Workflow Ownership & Delivery Take full accountability for the end-to-end client workflow to ensure: Meetings are fully prepared and delivered smoothly Follow-up actions, suitability reporting and implementation activity happen on time Work transitions seamlessly across teams Deadlines are consistently achieved without leadership intervention You’ll also: Run weekly workflow and resource planning Monitor team capacity and identify bottlenecks Reallocate work proactively when priorities shift Anticipate operational risks before they affect client experience
Client Experience Ensure a professional, seamless onboarding and ongoing service experience Maintain and continuously improve service standards Support resolution of more complex client service matters Embed warmth, professionalism and attention to detail throughout operational delivery
Team Leadership & Culture Lead and support administration and paraplanning professionals Conduct regular 1:1s, appraisals and development conversations Create pathways for progression and development, including junior talent Foster a culture built on accountability, confidence and continuous improvement
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Continuous Improvement Own and refine operational processes across the business Improve handovers and reduce duplication Deliver operational projects through to completion Support the development and effective use of CRM and workflow systems
About You Experience in a senior Operations Manager, Practice Manager or Business Manager role within a Financial Advisory environment. Exposure to financial planning, wealth management or another regulated professional services environment Strong understanding of operational delivery and process management Experience leading and developing teams Excellent organisational and problem-solving capability Confidence working alongside senior stakeholders and influencing outcomes High standards, strong ownership and a proactive approach
Why Join? This is an opportunity to join a growing professional services business at an exciting stage of development and play a meaningful role in shaping how the business operates and scales. If you enjoy bringing order to complexity, developing people and creating exceptional operational standards, we’d love to hear from you.
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