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For Companies At a Glance
- Tasks: Lead and mentor a dynamic client service team in a fast-paced wealth management environment.
- Company: Titan Group offers comprehensive wealth services, focusing on client relationships and growth.
- Benefits: Enjoy hybrid working, competitive salary, 25 days leave, and various health and wellness perks.
- Why this job: Join a vibrant team dedicated to exceptional client service and continuous improvement.
- Qualifications: Experience in wealth management admin, strong leadership, and excellent communication skills required.
- Other info: Embrace a culture of professionalism, trust, and innovation while making a real impact.
The predicted salary is between 43200 - 72000 £ per year.
About us
The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.
Titan Private Wealth is a well-established independent investment management business who provide portfolio management and stockbroking services to private clients. With full in-house back office, research and support teams, Titan Private Wealth are committed to providing an exceptional level of service to our clients which is achieved by developing long-term and trusted relationships. Titan Private Wealth our investment management arm, recently rebranded from Cardale, founded in 2003 and based in Harrogate.
The role
As the Team Manager, you will report into the Client Service Manager and be leading a team of committed and professional Client Service Administrators. This leadership role requires an experienced people leader and expertise in how a Wealth Management firm operates to service its private clients and external IFA’s. Titan Private Wealth prides itself on the level of personal service it provides to its clients and this team is at the heart of providing that service. The Harrogate Office has ambitious growth plans to contribute to the overall success of the Titan Group so it’s critical you have the energy and ambition to lead the team forward for the next stage of our growth. and contribute to the overall success of the Group.
The company offers a hybrid home and office based working model, with the preference for the successful candidate to be in the Harrogate office at least 4 days per week. Travel maybe required to the Peterborough and London offices when needed.
Responsibilities
- Lead and mentor the client service team.
- Drive a culture of continuous improvement and efficient ways of working so that the team can support the Investment Management team and external IFA’s as the Client base grows and they work collaboratively together.
- Oversee the daily performance of the team and ensure the correct controls are in place and we meet our Regulatory obligations, capturing Regulatory change that impacts the team and processes.
- Oversee the processes in client services and be able to step in when necessary to carry out tasks, ensure procedures are up to date and accessible for people to follow.
- To be able to carry out the day-to-day tasks in Client Services to ensure the team are adhering to the regulatory requirements including our CASS obligations.
- Be responsible for process change and process improvement, working with the Client Service Manager to review processes between the teams so that they are fit for purpose and deliver the most efficient service for the Client.
- Ensure compliance with the appropriate regulation and policies.
- Develop strong and effective team relationships with the wider Titan Group.
- Proactively drive the people agenda to drive and embed the company values and vision and promote our culture.
- Be flexible to work in an environment that sometimes requires longer hours to be worked to deliver the service to our Clients.
Requirements
- Experience in providing administrative support within a Wealth Management firm. With a good understanding of client service.
- A professional and personable communicator who is comfortable dealing with colleagues at varying levels.
- Previous experience in overseeing, training or managing more administration team members is highly desirable.
- Strong leadership skills
- Have strong communication skills.
- Be adept at building relationships.
- Ability to work autonomously.
- Experience of working in fast paced environment
Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:
Professionalism – how we treat our clients and colleagues.
Trust – embrace innovation and adapt to change.
Innovation – dare to create and don\’t fear failure.
Terms
Competitive salary
Hybrid working
25 days annual leave + public holidays
A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
6% employer pension contribution
Further education and training support
Discretionary performance related bonus
Confidential Employee Assistance Programme
2 days per year for voluntary work
“Salary Extras” employee discounts
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.
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Team Manager – Client Services employer: Titan Wealth Holdings Limited
Contact Detail:
Titan Wealth Holdings Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Team Manager – Client Services
✨Tip Number 1
Familiarise yourself with the wealth management industry, especially the specific services offered by Titan Private Wealth. Understanding their modular approach and how they support clients will help you demonstrate your knowledge during interviews.
✨Tip Number 2
Showcase your leadership skills by preparing examples of how you've successfully managed teams in fast-paced environments. Highlight any experience you have in driving process improvements or mentoring team members, as this is crucial for the Team Manager role.
✨Tip Number 3
Network with professionals in the wealth management sector, particularly those who have experience with client services. This can provide you with insights into the role and may even lead to referrals that could strengthen your application.
✨Tip Number 4
Prepare to discuss how you would foster a culture of continuous improvement within the team. Think about specific strategies you could implement to enhance efficiency and client satisfaction, aligning with Titan's commitment to exceptional service.
We think you need these skills to ace Team Manager – Client Services
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Team Manager position. Tailor your application to highlight your relevant experience in wealth management and client services.
Craft a Compelling CV: Your CV should clearly outline your leadership experience and any previous roles in wealth management. Use bullet points to detail your achievements and how they relate to the responsibilities listed in the job description.
Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific aspects of Titan Private Wealth that resonate with you, and explain how your skills and experiences align with their values and goals.
Highlight Your Soft Skills: Given the emphasis on communication and relationship-building in the job description, be sure to showcase your interpersonal skills. Provide examples of how you've successfully led teams or improved client relationships in past roles.
How to prepare for a job interview at Titan Wealth Holdings Limited
✨Understand the Wealth Management Landscape
Familiarise yourself with the key concepts and operations of wealth management firms. Knowing how Titan Private Wealth operates and their client service philosophy will help you demonstrate your understanding of the industry during the interview.
✨Showcase Your Leadership Experience
Prepare examples from your past roles where you've successfully led a team or improved processes. Highlight your ability to mentor and drive a culture of continuous improvement, as this is crucial for the Team Manager role.
✨Emphasise Communication Skills
As a Team Manager, effective communication is vital. Be ready to discuss how you've built relationships with colleagues at various levels and how you handle client interactions. This will show your suitability for the role.
✨Demonstrate Flexibility and Commitment
The role may require longer hours and adaptability. Share instances where you've gone above and beyond to meet client needs or adapt to changing circumstances, showcasing your dedication to providing exceptional service.
