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Welcome to North Oak Recruitment, dedicated to delivering what we promise - a quality recruitment service. Whether you are a financial services company looking to recruit staff, or whether you are an individual looking for your next career move within financial services, you can rest assured that you will be in the safe hands of an expert, trained and experienced in managing all of your recruitment needs and putting your interests first.  Call us now for Financial Services vacancies.
Head of Client Services
Salary Area Job Ref Consultant Sector
to c£55,000 Nottinghamshire AL840 angela liscombe Operations Manager


Head of Client Services

Nottinghamshire (our ref AL840)

Salary negotiable depending on experience, to c£55,000 + benefits


My client is an established, chartered wealth management organisation and they have an exciting new opportunity for an individual with proven management experience to join them in the role of Head of Client Services.


The purpose of the role is to lead the Client Servicing team and to ensure delivery of outstanding customer service.

Day to day responsibilities:

Team Leadership

·           Responsible for the recruitment, management and development of the assigned team members on a day to day basis.

·           Ensure team understands business priorities and objectives and their individual contribution to these.

·           Oversee and represent team communication to the broader Group; be their spokesperson and ‘ambassador’.

·           Support team collaboration, efficiency and morale.

·           Manage workflow; ensure availability of resources and cover

·           Hold regular 1:1 meetings with team members to ensure development needs are addressed appropriately and performance objectives are set, monitored, and measured.

Operational Management

·         Review, analyse and feedback appropriate management information to Operations Director.

·         Lead the improvement of processes and application of IT.

·         Effectively manage the budget for the team, making recommendations where necessary.

·         Oversee the trading functions of the business to ensure ‘best execution’ and minimise trading error.

·         Oversee delivery of the Client Service Proposition

·         Oversee onboarding of New Clients and new business

·         Ensure all aspects of client servicing are fully compliant at a regulatory level.

Continuous Professional Development

·           Maintain working knowledge of business objectives, regulatory framework and Company compliance procedures.

·           Work with line manager to set and meet own performance objectives and deliverables on a regular and agreed basis.

·            Proactively take ownership of own professional development.

The person we are looking for:

·           Solutions focused

·           Accountable

·           Responsible

·           Genuine care and respect for clients/team members/other roles within The Organisation

·           Self-motivated


Specific Experience Required

·           Proven Management experience

·           Project Management

·           Process and Change Management

·           Recruitment, People Development and Coaching

·         Technical aptitude – able to use Microsoft Word and Excel.

·         Effective user of Advisor Office software and SSAS main software.


If this role is of interest and you have Wealth Management experience, please apply in confidence with an up to date CV or call Angela Liscombe at North Oak Recruitment for a confidential discussion.

By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. We aim to respond to all applications but occasionally, due to overwhelming application response, this is not possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.

 North Oak Recruitment have worked very hard to find me a position.  Angela has been friendly and professional, she listened to what I was looking for and I would recommend her to anyone looking for a new job. 
Sharon M.
 Angela is second to non in her knowledge of the financial services industry across the Midlands.  Having been made redundant I was feeling unsure about my future but Angela was very reassuring and quickly got to work for me.  Within 3 weeks, I had the perfect role and I can't recommend Angela highly enough - Thank You!
Kate M.