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Client Services & Operations Leader - Financial Planning
Job in
West Yorkshire, York, North Yorkshire, YO90, England, UK
Listed on 2026-06-16
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-06-16
Job specializations:
-
Management
Risk Manager/Analyst -
Finance & Banking
Risk Manager/Analyst
Job Description & How to Apply Below
IDEX Consulting is seeking a Client Services Manager to oversee operations and ensure excellent client experiences in their growing financial planning business. In this pivotal role, you'll lead operational teams, enhance workflows, and support sustainable growth while freeing senior leaders to focus on strategic priorities.
Ideal candidates will have experience in operational delivery within a financial services environment and a strong ability to manage processes and develop talent. Join a dynamic team committed to continuous improvement and the highest standards of service.
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