Client Services Manager - Weybridge, United Kingdom - Frankly Recruitment

Frankly Recruitment

Verified Company

Weybridge, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Working in a busy wealth management company we are looking to find an inspirational leader to manage operations across two offices.

£35-45k PA
25 days holiday plus discretionary 3 days at xmas and birthday so 29 in total

What will I be doing?
Your purpose is to manage the financial advisor/client relationship so this is a pivotal role to the business.

Manage operational team and their workloads across multiple offices
Be visible across multiple offices to ensure teams feel valued, listened to, and supported from the management team
Team is focused on delivering the best service outcome for the customer
Effective work allocation enabling capacity to be identified and productivity maximised
Consider the commercial impact of the business when allocating work, reviewing service levels etc
In the event work demand exceeds supply support the team on wealth admin
Review operations processes, identify and implement process improvements and standardisation
Consider commerciality of the business across Operations when prioritising and allocating work as well as when redesigning processes
Ensure all the business processes are documented, reviewed regularly and are being adopted across all offices

Skills and knowledge

GCSE/A Level or equivalent
A minimum of 3 years' experience in managing/supervising an administration team in a regulated environment
Holds Level 4 Diploma qualification or equivalent preferable
Experience of paraplanner role, ability to carry out admin processes