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Titan Wealth Holdings
Titan Wealth Holdings
201 – 500 Angajați
Sponsor pentru viza de lucrător calificatAsigurăriConsultanțăFinanțe
Titan Wealth Holdings este o companie britanică de servicii financiare axată pe administrarea discreționară a fondurilor, administrarea averilor și administrarea activelor. Serviciile sale sprijină managerii de investiții și consultanții financiari independenți prin execuție, administrare și soluții operaționale integrate, concepute pentru a eficientiza ciclul de administrare a averilor. Cu o echipă de peste 200 de angajați, Titan Wealth Holdings se dezvoltă și prin achiziționarea unor companii de administrare a activelor, alături de creșterea organică.
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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.

GBRegatul UnitHibridNormă întreagăJuniorNivel mediuNu este necesară o diplomăLimbă Obligatorie: englezăReprezentant Servicii CliențiServicii pentru clienți

Descriere

  • 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.

Cerințe

  • 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.

Beneficii

  • 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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