A leading wealth management firm who are demonstrating growth across the UK, largely via acquisition, are hiring a Client Support Manager to join their busy offices in Harrogate.

The Client Support Manager vacancy will allow you to have managerial responsibility for 5 team members, with job responsibilities including;

• Building and maintaining a trusted and supportive leadership style
• Coach and develop team members, using performance reviews and 1-2-1's as a regular guide for team members
• Lead further recruitment into the division
• Ensuring compliance with internal standards and regulatory requirements are upheld
• Maintain and improve processes by identifying and addressing any inefficiencies
• Utilise relationships across the wider business

The successful applicant:

• Experience within a regulatory financial services environment
• Experience managing an administrative team and leading performance reviews
• Ideally achieved financial planning level 4 diploma
• Experience with Intelligent Office is beneficial

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.