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 & 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 mangement 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.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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.