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Head of Client Services Operations, Investment Management Administration, Wealth Management, Handsworth
Client:
JJ SEARCH LIMITED
Location:
Handsworth, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
Job Views:
3
Posted:
22.08.2025
Expiry Date:
06.10.2025
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 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 possess leadership and people management skills, with a background in the wealth management sector.
The role involves optimizing 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 KPIs, maintaining accountability and high standards.
The role requires close collaboration with stakeholders across the wider Wealth Management / Financial Planning business, proactively identifying and mitigating operational risks by maintaining strong control frameworks and ensuring accurate reporting to governance committees.
The Head of Client Services Operations will ensure KPI’s supporting Consumer Duty are embedded through regular reporting and actions.
Providing direction and mentorship to relevant teams, fostering a focus on outstanding client service.
Operate as a senior leader responsible for people management and overall business performance.
The Candidate
At least 7 years of experience in Client Services Operations within Wealth Management or Financial Planning sectors.
Team management and leadership experience are essential, preferably managing Client Services, Investment Administration, or Paraplanning teams.
A good understanding of Consumer Duty regulation and FCA requirements.
Ability to operate at a senior level, working closely with stakeholders to ensure procedures and guidelines meet industry standards.
Effective management and leadership skills with a growth mindset.
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