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Regional Head – Client Services and Operations

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360 Resourcing Solutions

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Location:
United Kingdom , Bristol

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Responsibility:

  • You will inspire, lead and develop a high-performing team of Paraplanners and Administrators
  • You will partner with Regional IFA leadership to deliver exceptional client outcomes
  • You'll support resolution of complex operational queries
  • You'll enjoy driving continuous improvement and efficiency across the region
  • You will ensure a strong compliance culture aligned to FCA standards

Requirements:

  • You have a strong grounding in financial planning processes and client servicing models within a regulated environment
  • You have significant experience leveraging MI and data to drive performance, insight and strategic decision-making
  • You're experienced working with operational systems and platforms
  • You have an excellent understanding of regulatory frameworks and their application within operations
  • Your highly skilled at AI, process simplification and driving continuous improvement to improve efficiency and service
  • You are a highly effective communicator with the ability to influence and engage senior stakeholders and teams
  • You have strong leadership presence, with a track record of coaching and developing high-performing teams
  • You have a strategic mindset, capable of shaping direction and translating strategy into execution
  • You are a resilient leader with experience navigating and driving organisational change
  • Your leadership style is collaborative, fostering collective success across the business
  • You are already leading a high-performing, geographically dispersed team within client services or operations
  • You have played a key role in transformation or change initiatives that drive real business impact
  • You are comfortable engaging with senior stakeholders and influencing decision-making at a strategic level
  • You have experience within financial services, ideally supporting advisers and client delivery in an IFA or wealth environment
  • CII Level 4 Diploma in Regulated Financial Planning (DipPFS)
  • Leadership training
  • Continuous development mindset

Nice to have:

Chartered status desirable

Additional Information:

Job Posted:
May 20, 2026

Work Type:
On-site work
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