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Client Services Team Leader

Job description

An opportunity has become available for Client Services Team Leader to join a growing financial planning firm in Bath that offer hybrid working which can see you working from home 3 days a week and can offer some flexible working with start and finish times!

This opportunity would suit someone who has experience of the financial planning sector, specifically within a supervisory, team leader or management capacity.

This is a FTC role to cover Maternity leave, however the business is continually growing with ample opportunity to move into other areas of the business!

Duties will include but will not be limited to:

  • Team Management
  • Client Delivery and continuous improvement

Benefits include:

  • Holiday - 25 days + Bank holiday and extra for each years service up to 28
  • x4 DIS
  • Group Pension
  • PMI
  • Cash Plan
  • Income Protection

For more information on this Client Services Team Leader role in Bath please click apply!

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion.

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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.