The Company:
A wellrespected and professional financial planning firm with ambitious growth plans.
The Role:
This is a fantastic opportunity for a Head of ClientServicesOperations 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 Operationswill have aleadership skill set and strong people management skillswith abackground in the wealth management sector.
The Head of Client Services Operations ...