Business Manager
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 OpportunityThis role exists to:Create flow across teams and processesRaise standards and consistencyProtect leadership timeDevelop and support future talentYou''ll become the operational anchor for the business, ensuring work moves seamlessly from planning through to delivery.Key ResponsibilitiesOperational LeadershipOversee day-to-day operations across administration and paraplanning functionsLead, coach and develop operational teams through regular feedback and performance managementImprove and streamline internal processes to support growth and efficiencyAct as the first point of resolution for operational challenges before escalationWorkflow Ownership and DeliveryTake full accountability for the end-to-end client workflow to ensure:Meetings are fully prepared and delivered smoothlyFollow-up actions, suitability reporting and implementation activity happen on timeWork transitions seamlessly across teamsDeadlines ..... full job details .....
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