Job Description
The Company:
A well respected and professional financial planning firm with ambitious growth plans.
The Role:
This is a fantastic opportunity for a Head of Client Services Operations who will be based in the Sheffield office of this Wealth Management firm. The role will ensure the smooth running of this office and will be responsible for managing the day-to-day Client operations of the Wealth management / Financial Planning business.
The Head of Client Services Operations will have an understanding of Wealth Management / Financial Planning business and will focus on operational efficiency, regulatory compliance, and exceptional service delivery, working with Paraplanning and Financial Administration teams.
The Head of Client Services Operations will have a leadership skill set and strong people management skills with a background in the wealth management sector.
The Head of Client Services Operations will optimise daily client operations to ensure seamless and efficient client delivery, including investment administration, client servicing, and paraplanning.
The Head of Client Services Operations will identify and implement process improvements to enhance operational efficiency and client satisfaction. Drive team performance by ensuring delivery against agreed KPIs, main...