Business Manager
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 OpportunityThis role exists to:Create flow across teams and processesRaise standards and consistencyProtect leadership timeDevelop and support future talentYou'll become the operational anchor for the business, ensuring work moves seamlessly from planning through to delivery.Key ResponsibilitiesOperational LeadershipOversee day-to-day operations across administration and paraplanning functionsLead, coach and develop operational teams through regular feedback and performance managementImprove and streamline internal processes to support growth and efficiencyAct as the first point of resolution for operational challenges before escalationWorkflow Ownership & DeliveryTake full accountability for the end-to-end client workflow to ensure:Meetings are fully prepared and delivered smoothlyFollow-up actions, suitability reporting and implementation activity happen on timeWork transitions seamlessly across teamsDeadlines are consistently achieved without leadership interventionYou'll also:Run weekly workflow and resource planningMonitor team capacity and identify bottlenecksReallocate work proactively when priorities shiftAnticipate operational risks before they affect client experienceClient ExperienceEnsure a professional, seamless onboarding and ongoing service experienceMaintain and continuously improve service standardsSupport resolution of more complex client service mattersEmbed warmth, professionalism and attention to detail throughout operational deliveryTeam Leadership & CultureLead and support administration and paraplanning professionalsConduct regular 1:1s, appraisals and development conversationsCreate pathways for progression and development, including junior talentFoster a culture built on accountability, confidence and continuous improvementContinuous ImprovementOwn and refine operational processes across the businessImprove handovers and reduce duplicationDeliver operational projects through to completionSupport the development and effective use of CRM and workflow systemsAbout YouExperience in a Senior Operations Manager, Practice Manager or Business Manager role within a financial advisory environmentExposure to financial planning, wealth mangement or another regulated professional services environmentStrong understanding of operational delivery and process managementExperience leading and developing teamsExcellent organisational and problem-solving capabilityConfidence working alongside senior stakeholders and influencing outcomesHigh standards, strong ownership and a proactive approachWhy 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.Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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