About the Company

[Employer hidden] is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services.

Role Overview

We’re looking for an experienced Regional Client Services Manager to provide strategic and operational leadership across our Client Services function within a defined region. This is a senior leadership role focused on people leadership, process excellence and regional performance. You’ll oversee 4 Client Service Managers, with a span of control of 40 individuals, ensuring consistent adoption of standard operating procedures. The role is regionally based, with travel required across regional offices and occasional national travel.

Key Responsibilities

• Leadership & People Management: Lead, coach and develop Client Service Managers; oversee regional recruitment; provide guidance on employee relations; foster collaborative culture.
• Operational Excellence & Risk Management: Ensure consistent application of SOPs and FCA requirements; drive adoption of new processes; identify systemic issues.
• MI, Performance & Capacity Oversight: Own regional MI reporting; use data to identify risks and improvement opportunities; ensure strong oversight of team performance.
• Quality & Client Outcomes: Ensure client administration meets standards; collaborate with Financial Planning and Paraplanning; mitigate operational risks.
• Continuous Improvement & Strategic Contribution: Identify efficiency opportunities; contribute to national initiatives; lead or support projects.
• Facilities & Office Oversight: Accountable for local management of facilities and health & safety.

About You

You’ll be an experienced leader within financial services, confident managing managers and interpreting data to drive performance.

• Background in client services or paraplanning within financial services
• Strong understanding of regulatory framework including Conduct Rules
• Proven experience leading and developing teams
• Ability to interpret MI and use insights for operational decisions
• Experience supporting employee relations and performance management
• Excellent communication and stakeholder management skills
• Strong Microsoft Office skills (Excel and PowerPoint)

Terms & Benefits

• Competitive salary
• Attractive Employee Pension Scheme (7.5% employer & 3% employee)
• 25 days annual leave + public holidays
• Buy and sell holidays up to 5 days
• Office Christmas close (3 days)
• Private medical insurance, Group life insurance, income protection
• Hybrid working
• Further education and training support
• Discretionary performance related bonus
• Confidential Employee Assistance Programme
• 2 days per year for voluntary work
• And lots of flexible benefits

[Employer hidden] Group is firmly committed to fostering an inclusive and equitable environment. We may use AI tools to support parts of the hiring process.