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 Opportunity This role exists to: 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 and 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 ..... full job details .....
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