Titan Wealth Holdings
Titan Wealth Holdings
Titan Wealth Holdings ब्रिटेन स्थित एक वित्तीय सेवा कंपनी है, जो विवेकाधीन फंड प्रबंधन, संपत्ति प्रबंधन और परिसंपत्ति प्रबंधन पर केंद्रित है। इसकी सेवाएँ निवेश प्रबंधकों और स्वतंत्र वित्तीय सलाहकारों को निष्पादन, प्रशासन तथा एकीकृत परिचालन समाधानों के माध्यम से सहायता प्रदान करती हैं, जिन्हें संपत्ति प्रबंधन चक्र को अधिक कुशल बनाने के लिए तैयार किया गया है। 200 से अधिक कर्मचारियों वाली Titan Wealth Holdings जैविक विकास के साथ-साथ परिसंपत्ति प्रबंधन कंपनियों के अधिग्रहण के माध्यम से भी विस्तार करती है।

Regional Client Services Manager

Lead regional client service teams at Titan Wealth, a UK wealth management business. Oversee managers, operations, compliance and service improvements across multiple offices.

विवरण

  • Lead regional client services strategy and operations.
  • Manage four Client Service Managers and a team of approximately 40 people.
  • Promote consistent use of standard operating procedures.
  • Deliver high-quality, compliant client service across multiple offices.
  • Report to the Client Operations Director.
  • Oversee regional team performance, development and effectiveness.
  • Lead managers, workforce planning, operational oversight and continuous improvement.
  • Build trust and embed the company’s culture and values.
  • Lead, coach and support the client administration team.
  • Oversee client records in the Intelligent Office system.
  • Prioritise workloads during peak periods.
  • Monitor invoicing, income recording and reconciliation processes.
  • Find process inefficiencies and implement improvements.
  • Build relationships with advisers, clients, colleagues and external providers.
  • Ensure compliance with FCA requirements, Treating Customers Fairly and Retail Conduct Risk principles.
  • Identify risks and escalate them appropriately.

आवश्यकताएँ

  • Around two years of experience leading and developing a large team of financial planning administrators.
  • Demonstrated people management experience, including performance reviews, coaching, mentoring and difficult conversations.
  • Experience working in regulated financial services.
  • Good understanding of compliance, risk and governance.
  • Experience improving operational efficiency and service quality in an administration function.
  • Experience in a complex, fast-paced or high-growth organisation is desirable.
  • Credible, trusted leadership skills.
  • Strong coaching and mentoring abilities.
  • A data-informed, solutions-focused approach.
  • Ability to balance competing priorities and delegate work.
  • Excellent communication and stakeholder management skills.
  • Ability to influence people at all levels.
  • Proficiency with Intelligent Office or a similar client management system.
  • Ability to travel between regional offices and occasionally elsewhere nationally.

लाभ

  • Competitive salary.
  • Employee pension scheme with a 7.5% employer contribution and a minimum 3% employee contribution.
  • 25 days of annual leave plus public holidays.
  • Option to buy or sell up to five days of holiday.
  • Three-day office closure over Christmas.
  • Private medical insurance.
  • Group life insurance.
  • Income protection insurance.
  • Hybrid working.
  • Support for further education and training.
  • Discretionary performance-related bonus.
  • Confidential Employee Assistance Programme.
  • Two days per year for volunteering.
  • Flexible benefits selection.

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