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Join us as the Mass Affluent Executive Team Leader, where you’ll play a key role in delivering a seamless, high‑quality experience to prospects and clients across our rapidly growing Mass Affluent planning and advice proposition. This role sits at the heart of our planning‑led offering, ensuring clients receive timely, accurate and supportive servicing throughout their journey.
Job Responsibility:
Manage client service and set the strategic direction
Provide support to the bank's senior management team
Manage client service risk across the organisation
Development of strategic direction for client service
Management of client service activities
Relationship management of client service stakeholders
Development and implementation of policies and procedures for client service
Management of client service risk
Monitoring the financial performance of the client service department
Conducting thorough market research
Requirements:
Practical people‑management and coaching experience
Confident problem‑solving abilities
A background in paraplanning or financial planning support
Steady stakeholder‑management skills
A thoughtful approach to identifying and managing risk
Nice to have:
Contributing to process improvements
Knowledge of pensions and UK taxation
Curiosity and adaptability in a fast‑changing environment