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.
#J-18808-LjbffrClient Services Team Lead – Hybrid (Financial Planning) employer: Ellis James Partners Ltd
Joining our Bristol office as a Client Relationship Manager offers you the chance to be part of a dynamic and growing financial planning practice that prioritises client experience and professional development. With generous benefits such as enhanced holiday, a bonus scheme, and opportunities for career growth, you'll thrive in a supportive, team-driven culture that values your contributions and encourages you to take ownership of your role. This is not just a job; it's a meaningful opportunity to make a real impact within a respected SJP Practice.
