In this role you will take ownership of the day-to-day oversight of the Adviser and Investor Services team, ensuring queries from investors, advisers and platforms are handled accurately and within agreed service levels. You will serve as the primary escalation point for complex or sensitive matters, managing them through to resolution with professionalism and care. Working closely with the Head of Adviser and Investor Services, you will help set the direction for the team and contribute to broader client service initiatives across the business.
You will also lead the team’s approach to complaints management, ensuring all matters are acknowledged, investigated and resolved in line with regulatory requirements, and that learnings are used to drive continuous improvement. You will contribute to team reporting and use data to monitor performance and identify trends. You will oversee projects and audit requests as they arise, coordinating responses and ensuring all deliverables are completed accurately and on time.
A key part of this role is developing and supporting your team. You will coach individuals through regular feedback and structured development planning, build capability through cross-training, and foster an environment where people feel supported and empowered to do their best work. You will also lead and contribute to process improvement initiatives, helping to streamline how the team operates and supporting the adoption of new tools and technology.