Financial Services Administration Manager

 

The Private Client Administration Manager is responsible for leading and managing a high-performing client administration team, ensuring that they consistently work towards best-in-class service standards. As a trusted leader, you will embody and promote the organisation’s values, ensuring that the right culture is cultivated within the team. This includes fostering an environment of trust, accountability, and collaboration. The role requires a strong focus on operational excellence, adherence to established processes, and continuous development of the team to ensure that client services are delivered efficiently and accurately.

The successful candidate will be solution-oriented, capable of handling multiple workloads, and committed to upholding and driving the company’s culture throughout all team interactions.

 

This is a hybrid working role from our Edinburgh office with 7 direct reports. 

• Trusted Leadership & Team Culture:
• Act as a trusted leader, setting an example in integrity, professionalism, and fairness.
• Ensure the company’s culture and values are embedded within the team, promoting a collaborative, supportive, and high-performance work environment.
• Build and maintain trust with team members, advisers, clients, and other stakeholders, ensuring that all interactions are consistent with the company’s values.
• Lead the team in a way that fosters transparency, mutual respect, and open communication.
• Team Management & Development:
• Lead, coach, and support the client administration team, ensuring high motivation and performance across all roles.
• Promote a positive team culture, encouraging collaboration, continuous learning, and professional development.
• Ensure that recruitment, training, and performance management processes are aligned with company values and best practices.
• Operational Excellence:
• Ensure the team consistently adheres to ‘best in class’ processes, delivering high-quality, timely, and accurate services.
• Oversee the efficient management of client records within the Intelligent Office system, ensuring compliance with internal standards and regulatory requirements.
• Manage and prioritise workloads effectively, ensuring smooth and efficient operations even during peak periods.
• Monitor invoicing, income recording, and matching processes to ensure accurate financial administration.
• Process Adherence & Improvement:
• Maintain a focus on continuous process improvement, ensuring that workflows are optimised without sacrificing quality or service delivery.
• Identify and address any inefficiencies in current processes, working collaboratively with other teams to implement solutions.
• Ensure that all team members follow established procedures and actively contribute to maintaining high operational standards.
• Relationship Management & Collaboration:
• Build and maintain strong, trusted relationships with advisers, clients, internal teams, and external providers.
• Work closely with the Head of Operations and other senior managers to ensure the team’s operations align with the wider business strategy and goals.
• Promote a culture of collaboration across departments, ensuring that all stakeholders are engaged and working towards common objectives.
• Risk & Compliance:
• Act as a role model for adherence to regulatory requirements, ensuring that the team operates within the guidelines set by the FCA and the company.
• Ensure that Treating Customers Fairly (TCF) and Retail Conduct Risk (RCR) principles are fully embedded in team processes and decision-making.
• Identify potential risks and escalate them appropriately, always maintaining a focus on client fairness and business integrity.

• Trusted Leadership:
• A leader who is seen as credible and trustworthy by their team, peers, and senior management.
• Strong ability to inspire, guide, and mentor team members, promoting a culture of accountability, trust, and excellence.
• Cultural Champion:
• A strong advocate for embedding the company’s culture and values into day-to-day operations, ensuring that these are reflected in team behaviours and interactions.
• Focused on creating an inclusive, respectful, and collaborative working environment.
• Solution-Oriented & Data-Driven:
• A proactive problem solver who uses data and insight to drive operational improvements.
• Strong analytical skills, with the ability to identify areas for enhancement and implement practical solutions.
• Multi-Tasking & Workload Management:
• Demonstrated ability to manage multiple priorities while ensuring high-quality, timely service delivery.
• Skilled in delegating and distributing work effectively to maximise team productivity.
• Communication & Collaboration:
• Excellent communication skills, both written and verbal, with the ability to engage with stakeholders at all levels.
• A strong collaborator who fosters positive working relationships across the business.

• Progress towards a regulated diploma in Financial Planning (QCF Level 4) or equivalent is preferred.

 

Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

 

Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

 

Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

 

 

 

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.