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Client Operations Lead; Paraplanning & Admin

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Ascot Lloyd
Full Time position
Listed on 2026-03-07
Job specializations:
  • Finance & Banking
  • Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Client Operations Lead (Paraplanning & Admin)
A financial services firm in Birmingham is seeking a Client Services & Operations Manager to oversee a team of approximately 20 Client Operations professionals. This role involves leading client operations, ensuring regulatory compliance, and driving operational excellence. The ideal candidate will have strong leadership skills, a commitment to service quality, and proficient expertise in financial services. This position offers a hybrid working model, allowing for flexible engagement with clients and colleagues.
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