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Head of Client Services

Job description

Our client is centralising their Administration teams due mergers and acquisitions and are keen to bring a Head of Client Services to bring together people, processes and target operating models. This business has national presence and you will be required to travel around the UK.

You will be responsible for 5 Direct Line Managers and a total of 70 Administrators

Role Responsibilities:

  • Responsible for overseeing the operational activities ensuring productivity, quality and customer satisfaction are adhered to
  • Develop, improve and implement operational strategies
  • Process improvement plans to reduce costs and increase productivity
  • Manage under-performance
  • Coaching and training
  • Actively promoting the principles, decisions and requirements of the business

Experience Required:

  • Similar background within a large IFA practice
  • Teamwork
  • Problem Solving
  • Self-Management
  • Leading Change
  • Being results-driven
  • Learning and Development


  • Death in Service (4 x annual salary)
  • Private Medical Insurance
  • Group Income Protection
  • Employee Assistance Programme
  • Medicash (healthcare cash back plan)
  • Pension 5% employer contribution, 3% employee contribution
  • Discretionary 10% annual bonus based on company performance
  • 24 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year

In return you will receive a generous salary and benefits package and the opportunity to join one of the leading consolidators in the UK as a Head of Client services.

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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.