Job Description:

Job information Head of Client Delivery Financial Planning from the Company Evelyn Partners, this latest Head of Client Delivery Financial Planning job vacancy is located in the city Hybrid work in Manchester M located in the country United Kingdom . This latest job opening is open to job seekers who have the latest education / graduate GCSE . Job Vacancies in this Head field have been opened and published up to the specified time.

Job Responsibility:

Company Description

Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners and Careers | Evelyn Partners

Job Description

We're seeking a talented individual to join our Financial Planning team within any of our North West offices who will be responsible for leading the client delivery for our Paraplanning Teams across various locations through the Client Administration and Paraplanner Team Leaders, ensuring that all client requests and reports are dealt to a high-quality standard.

We are looking for an experienced leader with a background in managing advisors and client facing teams to drive the performance of regional teams, key to the role will be strong stakeholder management and fostering internal mobility and a positive culture.

To be successful in this role, you should

• Build strong relationships with stakeholders and the wider Client Delivery Team to drive client service and positive client outcome
• Promote a service excellence mind-set throughout the teams, identifying and owning strategies to improve quality of service and productivity whilst driving down the operational cost to serve.
• Oversight and analysis of monthly activities using PowerBI reporting to manage the business activities and project initiatives.
• Responsible for recruitment within the locations, in line with national standards as well as developing a succession plan and managing career progression.
• Define, implement and manage performance against targets and objectives, ensuring that Client Delivery & Financial Planning service levels are established and continually reviewed and challenged.
• Oversight of the implementation and maintenance of the Paraplanning T&C Scheme and MIFid requirement in the region ensuring standards are met.
• Encourage and facilitate technical and career development interventions and manage employee performance through effective coaching and development techniques, utilising support from HR and Learning & Development as required.

Qualifications

To be successful in this role, you should have:

• Strong Leadership Skills with experience of leading and motivating large Admin and Paraplanning teams.
• Strong understanding of the Financial Services environment (products, technology, legislation, regulation)
• Excellent stakeholder management
• An aptitude for engaging with clients and colleagues to identify improvement opportunities, investigating, and following through on problems to a successful resolution
• Excellent communication and influencing skills including able to confidently prepare and deliver professionally written reports and presentations internally and externally
• Excellent organisational skills and able to adapt to changing priorities with strong time management skills and a positive outlook

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Keywords : Manchester jobs

Closed Date : 2024-12-04