Ellis James Partners Ltd is seeking a Client Service Team Leader to oversee client services and adviser support across multiple offices. You will lead a hands-on team of 8-12 Client Services Administrators and PAs, ensuring high-quality service and strong delivery standards.
The role focuses on managing workloads, driving process improvements and maintaining FCA-compliant service levels, with hybrid working and a base preference for Corsham, plus Shaftesbury, Poole and Sherborne.
#J-18808-LjbffrHybrid Client Service Team Lead - Financial Planning in Corsham 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.
