Thisisafantasticopportunitytojoinoneofthecountysmoststellarfirms,synonymouswithwealthmanagementandahighstandardofprofessionalismandexpertise,intheirfield. AtpresentmyclientislookingtoaddaClientServicesManager,thisisabrandnewroletoassistandmanagertheirteamofadministrationprofessionals,youwillhaveworkedinholisticfinancialplanningpreviouslyandactedasamentorandtrainertoadministratorsatthestartoftheirFinancialServicescareer. Responsibilities TrustedLeadership&TeamCulture: Actasatrustedleader,settinganexampleinintegrity,professionalism,andfairness. Ensurethecompanyscultureandvaluesareembeddedwithintheteams,promotingacollaborative,supportive,andhigh-performanceworkenvironment. Buildandmaintaintrustwithteammembers,advisers,clients,andotherstakeholders,ensuringthatallinteractionsareconsistentwiththecompanysvalues. Leadtheteamsinawaythatfosterstransparency,mutualrespect,andopencommunication. FrontofHouseandOfficeManagement: Overseeday-todayofficeoperations,ensuringalladministrativeactivitiesrunsmoothly. Manageandsupervisethefrontofhouseteam,delegatingtasksandmonitoringperformance. Maintainandupdateclientrecordsandback-officesystemsincludingIO,ensuringdataaccuracyandconfidentiality. Diaryandschedulemanagement. Workflowcoordinationandsupervision. Organiseandoverseeofficemaintenance,ensuringacleanandsafeworkingenvironment. EnsurethattheofficeoperatesinaccordancewithHealth&Safetypoliciesandprocedures,includingbutnotlimitedtothecompletionandmaintenanceofriskassessments. Manageofficesuppliesandequipment,ensuringinventorylevelsaremaintainedandordersareplacedasneeded. CoordinatewithGroupITforinfrastructuremaintenanceandtroubleshooting. ClientServiceDelivery&OperationalExcellence: Leadtheclientadministrationandparaplanningteams,ensuringtheteamsconsistentlyadheretobestinclassprocesses,deliveringhigh-quality,timely,andaccurateservices. OverseetheefficientmanagementofclientrecordswithintheIntelligentOfficesystem,ensuringcompliancewithinternalstandardsandregulatoryrequirements. Overseethedeliveryofanefficienttechnicalresearchandqualityreportwritingservice. Manageandprioritiseworkloadseffectively,ensuringsmoothandefficientoperationsevenduringpeakperiods. Monitorinvoicing,incomerecording,andmatchingprocessestoensureaccuratefinancialadministration. TeamManagement&Development: Lead,coach,andsupportthefrontofhouse,clientadministrationandparaplanningteams,ensuringhighmotivationandperformanceacrossallroles. Promoteapositiveteamculture,encouragingcollaboration,continuouslearning,andprofessionaldevelopment. Ensurethatrecruitment,training,andperformancemanagementprocessesarealignedwithcompanyvaluesandbestpractices. ProcessAdherence&Improvement: Maintainafocusoncontinuousprocessimprovement,ensuringthatworkflowsareoptimisedwithoutsacrificingqualityorservicedelivery. Identifyandaddressanyinefficienciesincurrentprocesses,workingcollaborativelywithotherteamstoimplementsolutions. Ensurethatallteammembersfollowestablishedproceduresandactivelycontributetomaintaininghighoperationalstandards. Providesupportinprojectmanagementactivities. RelationshipManagement&Collaboration: Buildandmaintainstrong,trustedrelationshipswithadvisers,clients,internalteams,andexternalproviders. WorkcloselywiththeOperationsConsultant,DirectorofOperations,ClientSupportTeamLeaderandClientSupportteam,Paraplanningteam,Directors,groupfunctionsandotherseniormanagerstoensuretheteamsoperationsalignwiththewiderbusinessstrategyandgoals. Promoteacultureofcollaborationacrossdepartments,ensuringthatallstakeholdersareengagedandworkingtowardscommonobjectives. Marketing&Events: WorkcloselywithGroupMarketingonmarketingrequirements,andmanagelocalclientevents. Risk&Compliance: Actasarolemodelforadherencetoregulatoryrequirements,ensuringthattheteamsoperateswithintheguidelinessetbytheFCAandthecompany. EnsurethatTreatingCustomersFairly(TCF)andRetailConductRisk(RCR)principlesarefullyembeddedinteamprocessesanddecision-making. Identifypotentialrisksandescalatethemappropriately,alwaysmaintainingafocusonclientfairnessandbusinessintegrity. Requirements Experienceinclientservicewithinaregulatedfinancialservicesenvironment,withknowledgeofFCArequirementsandthefinancialservicessector. Provenexperienceinfrontofhouseandofficemanagement. Provenexperiencemanaginganadministrationandparaplanningteam,ensuringhighlevelsofserviceandoperationalefficiency. Excellentadministrative,organisational,andcommunicationskills. Strongunderstandingofcompliance,risk,andgovernancewithinfinancialservicesoperations. RegulateddiplomainFinancialPlanning(QCFLevel4)orequivalentisdesirable. FamiliaritywithIntelligentOfficeorsimilarclientmanagementsystemsishighlydesirable. Benefits Anindustrycompetitivesalary,upto£45,250.00 Theopportunitytoenhanceyourearningsviaaprofitrelatedbonus,payablebiannually 25daysholidayPA,plusbankholidays,plusthreedaysclosureoverChristmas Workinghoursareflexiblee.g.8.30-16:30withonehourforlunch,or9.00-17.00withonehourforlunch, 35hoursperweek(iffulltime). 3timesdeathinservicepolicy PrivateMedicalInsurance HealthCashPlan Electriccarscheme Pension(7.5%employercontribution) Severalsocialeventsthroughouttheyear