Regional Head – Client Services and Operations

Job description

Ascot Lloyd is one of the UK’s leading independent wealth management firms, proudly supporting over 22,000 clients on their financial journeys. Backed by Nordic Capital, we’re not just growing, we’re evolving, transforming and redefining what great wealth management looks like. Our ambition is simple but powerful: deliver expert financial advice, exceptional client service, and use innovative technology to make wealth management easier, more accessible, and more impactful. What do Client Services and Operations look like at Ascot Lloyd? Our Client Services and Operations function is where strategy meets delivery. It’s a fast-paced, collaborative environment where talented teams come together to drive operational excellence, elevate client experience, and enable our advisers to do what they do best. As a Regional Head, you won’t just lead, you’ll shape, influence and energise. You’ll play a critical role in leading high-performing teams, unlocking efficiencies, and ensuring consistently outstanding outcomes for clients and advisers across the Wales & West region. Your impact on stakeholders: What you’ll bring to the position - You will inspire, lead and develop a high-performing tea...