Regional Client Services Director

Titan Wealth Holdings Limited; Rother; Hybrid; GBP 90,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Pension scheme

25 days annual leave

Buy/sell holidays

Office close at Christmas

Private medical insurance

Life insurance and income protection

Hybrid working

Education and training support

Bonus (discretionary)

Job summary

Titan Wealth Group is seeking an experienced Regional Client Services Manager to provide strategic leadership across our client services function regionally. You will oversee four Client Service Managers and drive performance, governance and continuous improvement across offices.

The role emphasizes people leadership, process excellence and data‑driven decision making, with travel across regional offices and some national travel as required.

Qualifications

• Background in client services or paraplanning within financial services.
• Solid understanding of FCA requirements and Conduct Rules.
• Proven experience leading managers and teams.
• Ability to interpret MI and drive operational decisions.
• Experience with employee relations and performance management.
• Excellent communication and stakeholder management.

Responsibilities

• Lead and develop Client Service Managers to run high‑performing teams.
• Oversee regional recruitment and onboarding for client administration.
• Provide guidance on complex employee relations matters including performance issues.
• Ensure adherence to SOPs and regulatory expectations across the region.
• Own regional MI reporting, capacity and workload management.
• Collaborate with Planning and Paraplanning to resolve escalations.
• Identify opportunities for regional process improvements and efficiency.

Skills

People leadership

Client services

Regulatory knowledge

MI analysis

Employee relations

Stakeholder management

Communication

Tools

Excel

PowerPoint

Job description

Titan Wealth Group is seeking an experienced Regional Client Services Manager to provide strategic leadership across our client services function regionally. You will oversee four Client Service Managers and drive performance, governance and continuous improvement across offices.

The role emphasizes people leadership, process excellence and data‑driven decision making, with travel across regional offices and some national travel as required.