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sparkm
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Titan Wealth Holdings — дискрециялық қорларды басқару, әл-ауқатты басқару және активтерді басқару салаларына бағытталған, Ұлыбританияда орналасқан қаржылық қызметтер компаниясы. Компанияның қызметтері инвестициялық менеджерлер мен тәуелсіз қаржылық кеңесшілерге орындау, әкімшілік қызметтер және әл-ауқатты басқару циклін тиімді етуге арналған біріктірілген операциялық шешімдер арқылы қолдау көрсетеді. 200-ден астам қызметкері бар Titan Wealth Holdings органикалық дамуымен қатар активтерді басқару компанияларын сатып алу арқылы да өсіп келеді.
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.
Сипаттама
- 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.
Талаптар
- 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.
Артықшылықтар
- 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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