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Client Services Team Lead – Hybrid; Financial Planning
Job in
Coventry, West Midlands, CV1, England, UK
Listed on 2026-07-21
Listing for:
Ellis James Partners Ltd
Full Time
position Listed on 2026-07-21
Job specializations:
-
Management
Client Relationship Manager
Job Description & How to Apply Below
Ellis James Partners Ltd is seeking a Client Service Team Leader to oversee its client services and adviser support across multiple offices. The role leads a team of 8-12, ensuring advisers have the support to deliver an outstanding client experience, from new business to ongoing servicing and meeting preparation.
You'll manage workloads, maintain service standards, coach your team and drive continuous improvement. A hands-on leadership style is required in a regulated environment.
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