Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.
We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term.
We’re looking for an experienced Regional Client Services Manager to provide strategic and operational leadership across our Client Services function within a defined region.
This is a senior leadership role focused on people leadership, process excellence and regional performance rather than hands-on administration. You’ll oversee 4 Client Service Managers (CSMs), with span of control of 40 individuals by ensuring consistent adoption of standard operating procedures, and drive high-quality, and compliant client service outcomes across multiple offices.
Reporting to the Client Operations Director, you will be responsible for the overall performance, development and effectiveness of client services teams within your region. This includes leadership of managers, workforce planning, operational oversight and continuous improvement.
The role is regionally based, with travel required across regional offices and occasional national travel in line with business needs.
Responsibilities
Leadership & People Management
- Lead, coach and develop Client Service Managers, enabling them to run high-performing, engaged teams.
- Oversee regional recruitment strategy for client administration roles, supporting attraction, selection and onboarding.
- Provide guidance on complex employee relations matters, including performance management, disciplinaries and sickness escalation.
- Foster a collaborative culture and encourage cross-team knowledge sharing.
Operational Excellence & Risk Management
- Ensure consistent application of standard operating procedures, FCA requirements and regulatory expectations across the region.
- Drive adoption of new processes, systems and ways of working, embedding best practice.
- Identify systemic issues and work with national operations teams to resolve them.
MI, Performance & Capacity Oversight
- Own regional MI reporting, including capacity, turnaround times, quality trends and workload distribution.
- Use data to identify risks, bottlenecks, training needs and improvement opportunities.
- Ensure strong oversight of team performance and resource utilisation via Client Service Managers.
Quality & Client Outcomes
- Ensure all client administration activity meets required standards for accuracy, compliance, suitability and communication.
- Collaborate closely with Financial Planning and Paraplanning leadership to resolve escalations and cross-functional issues.
- Identify and mitigate operational risks to safeguard the organisation.
Continuous Improvement & Strategic Contribution
- Identify opportunities to improve efficiency and effectiveness within client services.
- Contribute regional insight to national initiatives and strategic decision-making.
- Lead or support projects to enhance processes or the administration proposition.
Facilities & Office Oversight
- Accountable for the local management of facilities and systems across multiple offices, ensuring health & safety compliance.
About you
You’ll be an experienced leader within financial services, confident managing managers and interpreting data to drive performance.
Essential experience:
- 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)
Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:
Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.
Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.
Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.
Terms
- 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)
- A range of benefits which includes private medical insurance, Group life insurance, and 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
- And lots of flexible benefits to choose from!
The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
