Head of FP Client Delivery

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Company Description

For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we're dedicated to making that a reality.

Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.

Job Description

To lead, motivate and develop Client Delivery teams across various locations within a Region , driving a relentless focus on client service and outcomes.

Key Responsibilities

• To lead, motivate and develop Client Delivery teams across various locations within a Region driving a relentless focus on client service and outcomes.
• Lead & manage Client Delivery in across various locations, through the Senior Practitioners and Team Leaders, ensuring that all client requests and reports are dealt with on time and to a high standard of quality
• Work in partnership with Regional Managing Partner, Managing Partners and other Head of FP Client Delivery to drive client service and outcomes throughout the region
• Build strong relationships with stakeholders, the wider Client Delivery Team and take the reporting lines Paraplanning (PP) and Team Leaders in Client Administration across the various locations
• Oversight and analysis of monthly activities including PowerBI reporting to manage the business activities, including, but not limited to, Annual Suitability Reviews (ASRs) and Product Investment Review Service (PIRS) remediation etc.
• Responsible for recruitment within the locations, including.- succession planning for career progression.
• Manage resources effectively, removing barriers to achieving business growth, delivering within agreed budget.
• 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
• Define, implement and manage performance against targets and objectives, ensuring that Client Delivery & Financial Planning service levels are established and continually reviewed and challenged
• Encourage and facilitate technical and career development interventions and manage employee performance through effective coaching and development techniques, utilising support from HR and L&D as required
• Identify and report any risks, breaches or errors through business unit Risk Champion; ensure that risks are controlled through mitigating actions and controls

Key Skills and Experience

• Excellent understanding of the Financial Services environment (products, technology, legislation, regulation) with previous experience of managing Paraplanning & Administration teams preferred
• 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
• Self-motivation, resilience and a clear focus on attention to detail and high-quality output
• Experience in building relationships and influencing decision making and able to build strong relationships and networks
• Commercially astute
• Excellent stakeholder management

Qualifications

• Experienced Team Manager - performance management, leading and mentoring, key stakeholder negotiations
• Experience of managing and engaging on multiple sites would be desirable.
• Financial Planning industry experience managing paraplanners and CA's. A qualified Paraplanner would be desirable but not essential but experience of managing paraplanners would be beneficial.
• Experience of reporting to Senior Stakeholders
• Great communication skills

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.

This advert will closed for applications on 29th November 2024