At a Glance
- Tasks: Lead client services and enhance platform administration for high-net-worth clients.
- Company: Reputable independent wealth management firm in the UK.
- Benefits: Competitive salary, leadership role, and opportunities for professional growth.
- Other info: Join a dynamic team during an exciting period of growth.
- Why this job: Drive transformation in wealth management and make a significant impact.
- Qualifications: Leadership experience in financial planning or wealth management required.
IDEX Consulting is representing a highly regarded independent wealth management firm in the UK that is appointing a Head of Client Services during a period of growth and business transformation. This role offers leadership over client services and platform administration, with a high-net-worth client base and significant investment in technology and service delivery.
The ideal candidate will have leadership experience in financial planning or wealth management, with a strong focus on improving.
Head of Client Services — Wealth Management Growth & Transformation in Bradford-on-Avon employer: IDEX Consulting
IDEX Consulting is an exceptional employer that fosters a collaborative and innovative work culture, ideal for professionals looking to make a significant impact in the field of international M&A and growth. With a strong emphasis on employee development, we offer numerous opportunities for career advancement and the chance to work alongside industry leaders in the vibrant setting of Greater London. Join us to be part of a forward-thinking team that values your expertise and encourages you to shape the future of corporate law.
