Regional Client Services Leader - Hybrid Wealth Management

Titan Wealth Holdings Limited; United Kingdom; Hybrid; GBP 65,000 - 95,000; Full time

Benefits offered by this job

Competitive salary

Pension scheme (7.5% employer; 3% min.

25 days Annual Leave + public holidays

Buy/sell holidays up to 5 days

Office close at Christmas (3 days)

Private medical insurance

Group life insurance

Income protection insurance

Hybrid working

Education and training support

Discretionary performance bonus

Employee Assistance Programme

Volunteer days

Flexible benefits

Job summary

Titan Wealth Group is seeking a Regional Client Services Manager to provide strategic and operational leadership for client services across multiple regional offices. You will oversee four Client Service Managers, driving consistent SOP adoption, high-quality outcomes, and compliant processes while travelling regionally and nationally as needed.

The role focuses on people leadership, process excellence and performance oversight, reporting to the Client Operations Director.

Qualifications

• Background in client services or paraplanning within financial services.
• Strong understanding of 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 (Excel and PowerPoint).

Responsibilities

• Lead, coach and develop Client Service Managers, enabling high‑performing teams.
• Oversee regional recruitment strategy for client administration roles.
• Provide guidance on complex employee relations matters and performance management.
• Foster a collaborative culture and cross‑team knowledge sharing.
• Ensure consistent application of procedures, FCA requirements and regulatory expectations.
• Drive adoption of new processes and systems, embedding best practice.
• Own regional MI reporting, capacity, turnaround times and workload distribution.
• Identify risks, bottlenecks and improvement opportunities.
• Ensure client administration activity meets standards for accuracy, compliance and suitability.
• Collaborate with Financial Planning and Paraplanning to resolve escalations.
• Identify and mitigate operational risks to safeguard the organisation.
• Identify opportunities to improve efficiency and contribute to national initiatives.
• Lead or support projects to enhance processes or the administration proposition.
• Accountable for facilities and health & safety compliance across offices.

Skills

Leadership

People management

Data interpretation

Regulatory knowledge

Communication

Tools

Excel

PowerPoint

Job description

Titan Wealth Group is seeking a Regional Client Services Manager to provide strategic and operational leadership for client services across multiple regional offices. You will oversee four Client Service Managers, driving consistent SOP adoption, high-quality outcomes, and compliant processes while travelling regionally and nationally as needed.

The role focuses on people leadership, process excellence and performance oversight, reporting to the Client Operations Director.