Mandy Bailey Email & Phone Number

Midlands & South

Bristol, England, United Kingdom

Overseeing the management of the paraplanning & administration team for Bristol."Placing the power of good advice into more hands"

Bristol & Cardiff

I am a Service Delivery Manager at Towry, a well established wealth advice business, providing personal financial advice and investment management services to private individuals, families and trustees.Responsibilities and Accountabilities • Lead and manage the team to ensure that all client requests and related tasks are dealt with professionally and effectively, delivering a positive experience for all clients.• Drive productivity and quality, linked to KPIs and business objectives whilst maintaining effective employee engagement strategies to cultivate an energetic, enthusiastic and high performing team.• Support and participate in department and wider business projects. • To manage the overall client delivery workflow in order to achieve service and quality standards.• To manage holidays and absence effectively and in accordance with company procedure• To manage operational problems or client issues and take necessary remedial actions, following through to resolution.• To work closely and collaboratively with the other teams and peers.• To improve client service quality and productivity results by studying, evaluating and recommending improvements to process and operating procedure; establishing and communicating service metrics; monitoring and analysing results and implementing changes.• Identify and report any risks, breaches or errors through business unit Risk Champion; ensure that risks are controlled through mitigating actions and controls.• Produce analysis and reports on team performance. • Encourages and facilitates technical and career development and manages employee performance through effective coaching and development techniques• Work in partnership with Specialist, Projects & Development to identify training and coaching needs and to develop team and individual plans.• Promote a service excellence mind-set throughout the team and wider organisation.• Manage local budget/costs within agreed estimates

Bristol & Cardiff, United Kingdom

I am a Client Services Manager at Towry, a well established wealth advice business, providing personal financial advice and investment management services to private individuals, families and trustees.