At a Glance
- Tasks: Lead client services and platform teams in a dynamic wealth management firm.
- Company: Boutique wealth management firm focused on growth and client satisfaction.
- Benefits: Leadership role with competitive salary and opportunities for professional development.
- Other info: Join a team dedicated to ambitious growth and high-net-worth clients.
- Why this job: Make a real impact during a transformative phase in the company.
- Qualifications: Experience in financial planning or wealth management and a passion for client service.
The predicted salary is between 60000 - 80000 £ per year.
IDEX Consulting is seeking a Head of Client Services to lead client services and platform administration teams within a boutique wealth management firm. This role comes with leadership responsibilities and the opportunity to influence operational processes during a significant business transformation.
The ideal candidate will have prior experience in financial planning or wealth management and a passion for outstanding client service. Overseeing a high-net-worth client base, this position offers a chance to contribute to the firm’s ambitious growth plans.
Client Services Leader for Wealth Management Growth in Bradford-on-Avon employer: IDEX Consulting
IDEX Consulting is an exceptional employer, offering a dynamic work culture that prioritises collaboration and innovation within the wealth management sector. Employees benefit from comprehensive professional development opportunities and a supportive environment that encourages personal growth, all while being part of a boutique firm that values outstanding client service and aims for ambitious growth. Located in a vibrant area, the firm provides a unique chance to make a significant impact on high-net-worth clients during a transformative phase.
