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Regional Client Services Manager
Titan Wealth Holdings. Provide strategic and operational leadership across the Client Services function within a defined region .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strategic and operational leadership in Client Services, with a strong focus on regulatory compliance, employee development, and performance management. Proficient in using data insights for operational decision-making and improving efficiency within financial services.
Highest-signal resume keywords
Client Services LeadershipRegulatory ComplianceEmployee DevelopmentData InterpretationStakeholder Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Performance ManagementEmployee RelationsOperational Risk ManagementCapacity ReportingProcess Improvement
Soft Skills
CoachingCollaborationCommunicationProblem-SolvingTeam Leadership
Tools & Technologies
Microsoft ExcelMicrosoft PowerPoint
Industry Keywords
Financial ServicesConduct RulesClient AdministrationParaplanningStandard Operating Procedures
About the role
Key responsibilities & impact- Provide strategic and operational leadership across the Client Services function within a defined region
- Lead, coach and develop Client Service Managers
- Oversee regional recruitment strategy for client administration roles, including attraction, selection and onboarding
- Guide complex employee relations matters, including performance management, disciplinaries and sickness escalation
- Foster collaboration and cross-team knowledge sharing
- Ensure consistent application of standard operating procedures, FCA requirements and regulatory expectations
- Drive adoption of new processes, systems and ways of working
- Identify systemic issues and work with national operations teams to resolve them
- Own regional MI reporting, including capacity, turnaround times, quality trends and workload distribution
- Use data to identify risks, bottlenecks, training needs and improvement opportunities
- Oversee team performance and resource utilisation via Client Service Managers
- Ensure client administration meets standards for accuracy, compliance, suitability and communication
- Collaborate with Financial Planning and Paraplanning leadership on escalations and cross-functional issues
- Identify and mitigate operational risks
- Improve efficiency and effectiveness within client services
- Contribute regional insight to national initiatives and strategic decision-making
- Lead or support process and administration proposition enhancement projects
- Manage facilities and systems across multiple offices and ensure health and safety compliance
- Report to the Client Operations Director
- Oversee 4 Client Service Managers and a span of control of 40 individuals
Requirements
What you’ll need- Background in client services or paraplanning within financial services
- Strong understanding of the regulatory framework, including Conduct Rules
- Proven experience leading and developing individuals and management teams
- Ability to interpret MI and use insights to inform operational decisions
- Experience supporting employee relations and performance management
- Excellent communication and stakeholder management skills
- Strong Microsoft Office skills, particularly Excel and PowerPoint
- Willingness to embrace the Company values of Creativity, Commitment and Collaboration
- Travel across regional offices and occasional national travel as required
Benefits
Comp & perks- Competitive salary
- Attractive Employee Pension Scheme (7.5% employer & minimum 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 insurance
- Hybrid working
- Further education and training support
- Discretionary performance related bonus
- Confidential Employee Assistance Programme
- 2 days per year for voluntary work
- Flexible benefits to choose from