At a Glance
- Tasks: Support and lead a dynamic team in delivering exceptional client service.
- Company: Join TrinityBridge, a leading UK Wealth Manager with a focus on sustainability.
- Benefits: Inclusive benefits, flexible working options, and opportunities for personal growth.
- Other info: Diverse and inclusive culture that values every background.
- Why this job: Make a real impact by mentoring talent and enhancing client experiences.
- Qualifications: Strong management skills and experience in wealth or asset management.
The predicted salary is between 40500 - 49500 £ per year.
Description
Role overview Support Client Service Executives (CSEs) in Edinburgh & Glasgow in their day to day activities within the region and assist the Managing Directors to ensure efficiency and profitability within each Practice.
This role retains overall accountability for the team's performance, service delivery and direction.
This position can be based out of either the Edinburgh or Glasgow office.
Key responsibilities
- CSE line management, oversight and support covering two locations
- Ownership, co-ordination and prioritisation of workload within the CSE team ensuring Service Level Agreements are met at all times
- Identify and satisfy training and development of line reports within the practices, developing a culture of performance management, improvement and appraisal as a foundation for excellent organisational performance
- Hold regular one to one meetings with CSEs
- Conduct a thorough interview process for new hires, recruiting talent to ensure a high performing team
- Conduct annual appraisal meetings with feedback from Managing Directors and Advisers
- Provision of CSE duties if necessary
- Awareness of the CST Manual and contents – keep up to date with changes and cascade these to CSEs
- Identify and ensure definition and application of Best Practice, to instil continued improvement themes and efficiency gains, all with aim of excellent client experience and the right client outcomes
- Risk Events Investigation
- Liaise with compliance to assist with complaint investigation
- Involvement in ad hoc project work as directed by Head of Wealth Planning Services /Managing Directors
- Roll out of new processes and training of CSEs as required
- Collaborate with various teams around the business as and when applicable
- Collaborate and work with colleagues within the Regions to ensure success and operational efficiency and profitability.
- Regulatory responsibilities | Compliance/T&C
- Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
- Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business.
Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.
About you | Qualifications, skills and strengths
- Very strong knowledge of front to back working practices in Wealth Management, Asset Management or similar industry
- Good understanding of workflows to identify gaps in processes and update/maintain procedures
- Experienced in problem solving with a focus on the outcome not just the task.
- Strong Line Management experience focusing on mentoring and developing staff including objective setting, performance against objectives and succession planning.
- Ability to communicate and escalate potential issues in a prompt and effective manner.
- Ability to work with people at all levels and across the business
- Confidence and ability to challenge and influence others to achieve consistent approach
- Flexible approach to a changing organisation and organisational structure
- Able to multi task and work at pace while retaining attention to detail and a client service focus.
- Strong Microsoft skills
- Adhere to the core values of Trinity Bridge
At Trinity Bridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box.
We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.
To avoid any ambiguity around fees, please note that speculative CVs received by Trinity Bridge, that have not been authorised in advance, by us, will be ineligible for an agency fee.
Thank you.
#LI-EM1 #LI-SY1
Requirements
At Trinity Bridge we are all connected by our mission to be leading UK Wealth Manager, growing trusted client relationships that last for generations.
We believe that everyone should think ahead, have a financial plan and invest wisely.
Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.
We are a team of about 900 people based in 15 offices across the UK.
Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.
Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients.
We strive to do the right thing and are dedicated to helping the charities that matter most to our people.
We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives.
We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.
We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience.
We are committed to ensuring our recruitment process is accessible to everyone.
We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at Talent Acquisition@trinitybridge. com.
Client Service Manager FTC in Edinburgh employer: TrinityBridge
At TrinityBridge, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that values diversity and promotes employee growth. Located in Northwich, our team enjoys flexible working options, a strong sense of community, and a commitment to sustainability, ensuring that every employee can thrive both personally and professionally while contributing to meaningful client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Manager FTC in Edinburgh
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like TrinityBridge. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from TrinityBridge.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like TrinityBridge. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Client Service Manager FTC in Edinburgh
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in TrinityBridge and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show TrinityBridge how you can be a team player!
How to prepare for a job interview at TrinityBridge
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with TrinityBridge.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with TrinityBridge's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
