At a Glance
- Tasks: Lead operations and enhance client services in a growing financial planning business.
- Company: Values-led financial planning firm focused on sustainable growth.
- Benefits: Competitive salary, professional development, and a supportive team culture.
- Other info: Join a diverse team committed to inclusion and continuous improvement.
- Why this job: Shape the future of a dynamic business while developing your leadership skills.
- Qualifications: Experience in operations management within financial services and strong team leadership skills.
The predicted salary is between 50000 - 60000 £ per year.
A growing, values‑led financial planning business is looking for a Client Services Manager to take ownership of operations and help create the conditions for sustainable growth. This is a pivotal leadership role designed to ensure the business runs smoothly, efficiently and consistently - freeing senior leaders to focus on clients, strategic direction and business development. You’ll bring structure, pace and accountability to the operational heartbeat of the business while developing people, improving workflows and maintaining exceptional client standards.
The Opportunity
- Create flow across teams and processes
- Raise standards and consistency
- Protect leadership time
- Develop and support future talent
You’ll become the operational anchor for the business, ensuring work moves seamlessly from planning through to delivery.
Key Responsibilities
Operational Leadership
- Oversee day‑to‑day operations across administration and paraplanning functions
- Lead, coach and develop operational teams through regular feedback and performance management
- Improve and streamline internal processes to support growth and efficiency
- Act as the first point of resolution for operational challenges before escalation
Workflow Ownership & Delivery
- Take full accountability for the end‑to‑end client workflow to ensure:
- Meetings are fully prepared and delivered smoothly
- Follow‑up actions, suitability reporting and implementation activity happen on time
- Work transitions seamlessly across teams
- Deadlines are consistently achieved without leadership intervention
You’ll also:
- Run weekly workflow and resource planning
- Monitor team capacity and identify bottlenecks
- Reallocate work proactively when priorities shift
- Anticipate operational risks before they affect client experience
Client Experience
- Ensure a professional, seamless onboarding and ongoing service experience
- Maintain and continuously improve service standards
- Support resolution of more complex client service matters
- Embed warmth, professionalism and attention to detail throughout operational delivery
Team Leadership & Culture
- Lead and support administration and paraplanning professionals
- Conduct regular 1:1s, appraisals and development conversations
- Create pathways for progression and development, including junior talent
- Foster a culture built on accountability, confidence and continuous improvement
Continuous Improvement
- Own and refine operational processes across the business
- Improve handovers and reduce duplication
- Deliver operational projects through to completion
- Support the development and effective use of CRM and workflow systems
About You
- Experience in a Senior Operations Manager, Practice Manager or Business Manager role within a financial advisory environment
- Exposure to financial planning, wealth management or another regulated professional services environment
- Strong understanding of operational delivery and process management
- Experience leading and developing teams
- Excellent organisational and problem‑solving capability
- Confidence working alongside senior stakeholders and influencing outcomes
- High standards, strong ownership and a proactive approach
Why Join?
This is an opportunity to join a growing professional services business at an exciting stage of development and play a meaningful role in shaping how the business operates and scales. If you enjoy bringing order to complexity, developing people and creating exceptional operational standards, we’d love to hear from you.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion‑first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Business Manager employer: IDEX Consulting
Join a dynamic and values-driven financial planning business that prioritises employee growth and operational excellence. As a Client Services Manager, you'll thrive in a supportive culture that fosters accountability and continuous improvement, while enjoying the benefits of a collaborative environment that values diversity and inclusion. This role not only offers the chance to lead and develop teams but also to play a pivotal part in shaping the future of the organisation, making it an exceptional place for meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Business Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like IDEX Consulting. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Business Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to IDEX Consulting.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on IDEX Consulting's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at IDEX Consulting
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with IDEX Consulting.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at IDEX Consulting will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former IDEX Consulting employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
