Client Services & Operations Leader (Financial Advisory)

Company: IDEX Consulting Ltd
Apply for the Client Services & Operations Leader (Financial Advisory)
Location: Wetherby
Job Description:

IDEX Consulting Ltd is seeking a Client Services Manager to own operations, streamline workflows and uphold high client service standards. The role focuses on enabling senior leaders to focus on clients, strategy and growth while building a structured, accountable operational culture.

You will lead administration and paraplanning teams, drive continuous improvement, and ensure timely delivery of client work.

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Posted: September 12th, 2026