45,566 Retail Banking jobs in the United Kingdom

Our client, a prestigious financial institution, is seeking a highly experienced and strategic Head of Retail Banking Operations to lead their operations in Portsmouth, Hampshire, UK . This senior role is responsible for overseeing and optimising all operational aspects of the retail banking division, ensuring efficiency, compliance, and an exceptional customer experience. You will lead a large team, driving process improvements, implementing new technologies, and managing budgets to achieve departmental and organisational goals. The ideal candidate will have a deep understanding of retail banking processes, a strong commitment to regulatory adherence, and a proven ability to manage complex operational environments and deliver strategic initiatives.

Key Responsibilities:

• Develop and implement operational strategies for the retail banking division to enhance efficiency and customer satisfaction.
• Oversee the day-to-day operations of retail banking services, including account management, transaction processing, and customer support.
• Lead, mentor, and develop a high-performing operations team.
• Drive continuous improvement initiatives to streamline processes and reduce operational costs.
• Ensure full compliance with all banking regulations, legal requirements, and internal policies.
• Implement and manage new banking technologies and systems to enhance operational capabilities.
• Manage the operational budget, ensuring fiscal responsibility and optimal resource allocation.
• Monitor key performance indicators (KPIs) and implement corrective actions to meet targets.
• Develop and maintain strong relationships with internal stakeholders and external partners.
• Oversee risk management strategies within the operational framework.
• Champion a customer-centric approach throughout all operational activities.

Qualifications:

• Master's degree in Business Administration, Finance, or a related field.
• A minimum of 10 years of progressive experience in retail banking operations, with at least 5 years in a senior leadership role.
• In-depth knowledge of retail banking products, services, and regulatory frameworks.
• Proven track record in driving operational efficiency and implementing successful process improvements.
• Strong leadership, team management, and motivational skills.
• Excellent analytical, problem-solving, and strategic thinking abilities.
• Proficiency in banking operations software and technology.
• Exceptional communication, negotiation, and stakeholder management skills.
• Experience in managing budgets and financial performance.
• Commitment to upholding high standards of compliance and customer service.

This role is based in Portsmouth, Hampshire, UK and operates on a Hybrid working model.

Our client, a respected financial institution, is seeking a dynamic and strategic Head of Retail Banking Operations to lead and optimize their customer-facing banking services. This is a fully remote position, allowing you to manage operations and drive strategic initiatives from anywhere within the UK. You will be responsible for overseeing all aspects of retail banking operations, including customer service, branch operations (where applicable), digital banking channels, and operational risk management. The ideal candidate will possess extensive experience in retail banking, with a proven track record of success in operational leadership, process improvement, and driving efficiency. Strong knowledge of banking regulations, compliance, and current financial technology trends is essential. You will need exceptional leadership, communication, and stakeholder management skills to effectively manage a large team, collaborate with various departments, and implement strategic goals. Responsibilities include developing and executing operational strategies, managing budgets, enhancing customer experience, and ensuring the smooth and secure delivery of banking services. This role offers a unique opportunity to shape the future of retail banking within a forward-thinking organisation. We are looking for a results-oriented leader with a passion for innovation and customer service excellence.

Our client, a respected and growing financial institution, is seeking a strategic and experienced Head of Retail Banking Operations to oversee and optimize all operational functions within their retail banking division, based in **Portsmouth, Hampshire, UK**. This senior leadership role demands a visionary approach to driving efficiency, enhancing customer experience, and ensuring regulatory compliance across all operational touchpoints. You will be responsible for managing a diverse team of operational staff, setting performance standards, and implementing best practices to streamline processes in areas such as account opening, transaction processing, customer service, and fraud prevention. Key duties include developing and executing operational strategies aligned with the bank's overall business objectives, managing budgets, and identifying opportunities for technological innovation and process improvement. The Head of Retail Banking Operations will play a crucial role in ensuring the bank's compliance with all relevant financial regulations, including KYC, AML, and data protection laws. Strong leadership, excellent communication, and robust analytical skills are essential for success. The ideal candidate will have a deep understanding of retail banking operations, a proven track record in operational management, and experience in leading significant change initiatives. We are looking for an individual who can foster a culture of continuous improvement, empower their teams, and deliver exceptional service to the bank's customers. A Bachelor's degree in Business Administration, Finance, or a related field is required; a Master's degree or relevant professional qualifications (e.g., ACIB) are highly advantageous. A minimum of 10 years of progressive experience in banking operations, with at least 5 years in a senior management or leadership capacity, is mandatory. This is a key position offering a competitive remuneration package, comprehensive benefits, and the opportunity to shape the future of retail banking operations at a forward-thinking institution.

**The team you'll be working with:**
NTT's Banking & Financial Services Sector (BFS UK) is responsible for the profitable delivery of services and revenue growth for all of our banking and financial markets clients in the UK as well a small number of multi-national clients with global operations notably in Hong Kong, Singapore, India and Mexico, as well as the development of new logo clients in the sector.
Reporting to the Vice President for Retail and Commercial Banking (UK), the Client Partner (CP) role has business development responsibility as well as operational management accountability for a client or group of clients as well as supporting new logo client activity, leveraging both our global practices and delivery services provided by our Global Delivery Centers.
This role is based in London at NTT's One King William Street office (and those of our clients in the UK as required to fulfil the duties and responsibilities outline below) but may require occasional international business trips to other NTT office or client sites. Additionally, the CP will need the flexibility to work within a non-conventional environment with virtual teams spanning time zones across the UK, India, APAC and the US
**What you'll be doing:**
The CP is responsible and accountable for :
+ Driving profitable revenue growth with assigned clients
+ Developing and maintaining strong relationships with assigned clients;
+ Ensuring the quality of services delivered to their assigned clients (including adhere to NTT's governance and commercial frameworks);
+ Participating in the delivery of client engagements;
+ Managing and supporting the career development of team members;
+ Fostering the development of the team's capabilities and expertise in line with client needs/market evolution;
+ Proactively managing to team utilization and the delivery of services to achieve targeted revenue and profitability metrics;
As a member of the Sub Sector leadership team, the CP will work closely with the other leaders to support them in their areas and will be supported by them in her/his.
In line with NTT's client proximity model, the CP will be expected to work on client site(s), where possible.The CP may also be required to take on other clients.
**What experience you'll bring:**
**T** he successful candidate will be expected to have experience of the IT managed services and consultancy industry including specific experience in the sale and delivery of outsourcing services, systems integration and consulting projects and services. With a successful track record of growing business and managing relationships across the Banking and Financial Markets industry you will have held previous roles in account management and/or IT operational & delivery management and will be able to demonstrate experience in the following areas:
**Professional Skillset**
+ Minimum of 5 Years in a similar client facing / business development role
+ Consultative, customer-oriented with an ability to present to audiences of different participants (e.g., executives, clients, technical peers, non-technical professionals) and size.
+ Strong analytical and problem solving abilities with demonstrable experience in facilitating and articulating client issues.
+ Ability to think creatively but with a keen attention to detail and ability to articulate complex business and technical issues
+ Strong interpersonal and communication skills both written and verbal
+ Ability to take responsibility/ownership for decisions, showing excellent judgment skills and initiative seeking advice where appropriate.
+ Thrive in a team environment but with the ability to work on own initiatives with minimal management supervision.
+ Team-oriented focus, knowledge sharing, expectation management with all project team resources, maintaining a high degree of professionalism in all situations (including high stress).
+ Proficient in Microsoft Excel, Word, PowerPoint and AI Tools to support efficient working practices
**General/Operational Management**
Financial management (P&L management, forecasting, budgeting). Leading delivery teams to enact contractual obligations and taking ownership of operational issues. Familiar with Consultancy, Project and Programme Management. Maintenance of Client Relationship Management (CRM) solutions **.**
**Business Context**
Experience of working within the Banking and Financial Services with a proven track record of business development and growth Experience working for an IT Services and Consulting company.
**Account/Relationship Management**
Engaging at senior levels in client organisations. Building, managing and nurturing complex stakeholder relationships. Creating and maintaining detailed client development plans.
**Business Development**
Achieving significant growth within large/strategic accounts including branching out into new areas as well as farming existing. Deal-sizes experience in the region of USD$2m -$20m in areas such as project services, consulting services, managed services and/or IT outsourcing. Networking, prospecting and lead/pipeline generation. Bid management, deal-shaping, proposal writing and financial modelling. Drafting and negotiating contract and commercial documentation.
**Who we are:**
We're a business with a global reach that empowers local teams, and we undertake hugely exciting work that is genuinely changing the world. Our advanced portfolio of consulting, applications, business process, cloud, and infrastructure services will allow you to achieve great things by working with brilliant colleagues, and clients, on exciting projects.
Our inclusive work environment prioritises mutual respect, accountability, and continuous learning for all our people. This approach fosters collaboration, well-being, growth, and agility, leading to a more diverse, innovative, and competitive organisation. We are also proud to share that we have a range of Inclusion Networks such as: the Women's Business Network, Cultural and Ethnicity Network, LGBTQ+ & Allies Network, Neurodiversity Network and the Parent Network.
For more information on Diversity, Equity and Inclusion please click here: Creating Inclusion Together at NTT DATA UK | NTT DATA ( we'll offer you:**
We offer a range of tailored benefits that support your physical, emotional, and financial wellbeing. Our Learning and Development team ensure that there are continuous growth and development opportunities for our people. We also offer the opportunity to have flexible work options.
You can find more information about NTT DATA UK & Ireland here: are an equal opportunities employer. We believe in the fair treatment of all our employees and commit to promoting equity and diversity in our employment practices. We are also a proud Disability Confident Committed Employer - we are committed to creating a diverse and inclusive workforce. We actively collaborate with individuals who have disabilities and long-term health conditions which have an effect on their ability to do normal daily activities, ensuring that barriers are eliminated when it comes to employment opportunities. In line with our commitment, we guarantee an interview to applicants who declare to us, during the application process, that they have a disability and meet the minimum requirements for the role. If you require any reasonable adjustments during the recruitment process, please let us know. Join us in building a truly diverse and empowered team.
Back to search Email to a friend Apply now

Our client, a highly reputable financial services institution located in **Edinburgh, Scotland, UK**, is seeking a seasoned Senior Customer Service Advisor to enhance their client support team. This role is pivotal in providing exceptional, high-level support to a diverse customer base, handling complex inquiries, and resolving issues with professionalism and efficiency. The ideal candidate will possess a deep understanding of financial products and services, combined with outstanding communication and problem-solving skills. You will also be responsible for mentoring junior team members and contributing to the continuous improvement of customer service processes. This hybrid position offers a balanced approach to work, combining the benefits of remote flexibility with the collaborative environment of the office in **Edinburgh**.

Key Responsibilities:

• Provide expert customer support via phone, email, and live chat, addressing complex financial inquiries.
• Resolve customer complaints and issues effectively, escalating when necessary and ensuring timely follow-up.
• Educate customers on financial products, services, and account management procedures.
• Process customer transactions and requests accurately and efficiently, adhering to strict compliance standards.
• Identify opportunities to cross-sell or up-sell relevant financial products and services based on customer needs.
• Mentor and train new and existing customer service advisors, sharing best practices and product knowledge.
• Contribute to the development and implementation of improved customer service strategies and workflows.
• Maintain accurate and detailed customer records within the CRM system.
• Analyse customer feedback and trends to identify areas for service enhancement.
• Ensure compliance with all regulatory requirements and company policies.

Qualifications and Skills:

• Proven experience in a customer service role, preferably within the financial services sector.
• Strong knowledge of banking products, investments, insurance, or other financial services.
• Excellent communication, listening, and interpersonal skills.
• Demonstrated ability to handle difficult customer situations with patience and professionalism.
• Proficiency in using CRM software and other customer service tools.
• Ability to work effectively in a hybrid environment, balancing remote and office-based responsibilities.
• Strong problem-solving and decision-making capabilities.
• Commitment to continuous learning and professional development in the financial services industry.
• Experience in mentoring or team leadership is a significant advantage.

Join our client's professional team in **Edinburgh** and play a vital role in delivering outstanding customer experiences.

Noodle Talent Partners are delighted to be working with a fantastic Financial Services firm in Norwich, recruiting for the position of Financial Services Administrator , to join the team on a permanent basis.

Please note, existing experience within Financial Services is required.

Working Monday to Friday, 37.5 hours per week from Monday to Friday 9am-5pm. Part time may be considered if above 30 hours per week.

Within this roleyou will work within a close-knit, friendly administration team, providing support to Financial Advisors and ensuring client's receive an exceptional service at all times, coordinating administrative tasks and other ad-hoc tasks on a daily basis.

• Handling client communications and enquiries via email and phone, providing high standards of service whilst building strong relationships with partners and other contacts.
• Provide administrative and technical support to Advisers and the Partner, accurately managing administration tasks and client records
• Ensure compliance protocols are followed and assisting with compliance tasks
• Responsible for business submission using inhouse software
• Supporting with diary management and coordinating appointments
• Preparation of meeting documentation and follow up client meeting notes
• Processing updates to client records, handling documents and collating information to update client packs (mixture of both paper and digital)
• Ensuring smooth journeys for all clients and that every interaction is managed in a positive manner

We are looking for candidates with existing experience in financial services (IFA) at varying levels, with strong organisational and prioritisation skills,high levels of attention to detail, excellent communication skills, a friendly team-working attitude, and ability to use intiative to handle their workload effectively.

There could be opportunities to progress within this firm for the right candidate.

A generous package is on offer, including:

• Salary between 26,000-32,000 dependant on experience

• 20 days annual leave plus bank holidays, rising by 1 day per each year of service, upto 25 days
• 2 extra days leave at Christmas, at discretion of management
• After 2 years' service, you will receive your birthday off too if it falls on a weekday.
• Free Parking
• Eye Test Contribution
• Sick Pay Scheme
• Pension
• A supportive, friendly and motivating team

Please apply online with your updated CV as soon as possible if you're interested in this great opportunity.

Contact Nikki @ Noodle Talent Partners for more information.

Financial Services | IFA | Estate Planning | Wealth | Administration | Client Services

An Exciting 18-Month Graduate Programme in an Established Financial Service Business
Location: Belfast, hybrid (3 days per week in the office)
Start Date: 27 October 2025
Contract: Fully paid, fixed term for 18 months, with strong potential for permanent conversion

Over the course of 18 months, you will receive structured training, mentoring, and hands-on experience in client onboarding operations. You will work alongside experienced professionals from day one, take on meaningful responsibility, and build skills that enable progression into senior, specialist, or operational roles.

As a Financial Services Administrator, you will:

• Support the end-to-end onboarding of new clients, ensuring compliance and seamless process flow
• Engage with stakeholders internally to gather requirements, manage expectations, and drive onboarding readiness
• Prepare and maintain accurate documentation and records to regulatory and internal standards
• Resolve or escalate onboarding issues, delays, or risk points
• Contribute ideas to streamline onboarding processes and enhance efficiency

What We're Looking For:

• You might be a school leaver, recent graduate, early in your career, or looking for a change. You should bring:
• A Level or equivalent qualifications and GCSE Maths and English (Grade C or above) .
• Basic understanding of technology (i.e. Microsoft suite) .
• A high level of attention to detail and a strong focus on quality and experience following strict processes and requirements.
• Demonstrate an inquisitive nature, be inclined to investigate, identify issues and solve problems, and dig under the surface of challenges.
• Strong written and verbal communication skills.
• Ability to manage personal performance and willingness to take on board feedback.

Benefits:

• Work in a high-growth team that values your development and long-term career goals
• Gain early responsibility and direct exposure to client operations
• Build a solid foundation for a long-term career in professional services
• Alongside your starting salary, there will be a performance review every 6 months, with potential salary uplift at 12 months
• Paid-for training and ongoing development support through one-to-one coaching and access to our award-winning trainers
• Health cash plan
• Cycle to work scheme
  

Programme Benefits & Progression:

• Full pay as you undertake structured training in onboarding, compliance, stakeholder management, and process improvement
• Mentoring, coaching, and performance reviews every 6 months
• Opportunity to convert to a permanent role at the end of 18 months
• Clear progression routes: senior onboarding roles, operational leadership, or movement into compliance, risk, or transformation streams

If you think this fantastic opportunity is for you, please apply!

Interviewing from: 1st October 2025

Potential Start Date: 27th October 2025

Our client is a successful and well established Chartered IFA firm with branches all over the country

They are currently looking for a Financial Services Administrator to join the team in Gatwick

We will consider someone from a Pensions background or a provider background as long as you have good knowledge of the industry

The company is a market leading award winning IFA fim with great career opportunities and in this instance all training will be provided

We will consider inexperienced or experienced IFA Administrators for this role

The client is willing to pay up to 32000 maybe more for the right person and the chance of an immediate start

This is an office based role in Gatwick so please only apply if you can get to this location

This well-established wealth management organisation based on the outskirts of Woking are seeking a Financial Services Administrator to join their team. You will be joining a growing company that is eager to find an individual that will progress within the business and full training will be provided. Furthermore, this role will be fully office based, and you must be a car driver to commute to their location. A brilliant opportunity for a driven individual that is keen to progress within the financial services industry.

Job Title :    Financial Services Administrator

Job Type :    Permanent, full time

Location :    Woking, Surrey

Salary :    £23,000 - £6,000 per annum

Reference no :   15894

Financial Services Administrator – Benefits

• 25 days holiday plus bank holidays
• Company bonus scheme
• Car parking onsite
• Pension scheme
• Study support package

Financial Services Administrator – About The Role

In this role you will be reporting into the Operations Manager and will be working within a sub team of 3. You will be supporting the advisers with daily tasks to ensure a smooth client servicing process.  Your key responsibilities will be:

• Supporting the advisers with diary management and client communication, assisting with the administration of client meetings including identifying review meetings to be booked.
• Assisting with pre-meeting research and documentation including gathering information from client files, documents and valuations for the Financial Advisers and uploading to on-line client files as required.
• Assisting with any follow up actions from client meetings.
• Responsible for updates and maintenance of the CRM system, filing and other IT systems.
• Responsible for the administration of client information for the Partner/paraplanner, ensuring in all information is  gathered in a timely fashion and prepared fully before submitting to paraplanner to write case.
• Responsible for Letter of Authority’s - Delivering letters of authority to our prospects, chasing and compiling the data from providers onto a prospects file and liaising with SJP administration centres and external 3rd parties.
• Managing the client’s financial information and documents including collating information from various sources and updating/creating the Client Financial Review documents.
• Responsible for client facing compliance – completing various forms with client data.
• Preparing presentation documents for Partner & Adviser.
• Completion of various application forms and documentation on the client’s behalf and with their express permission.

The successful Financial Services Administrator will have:

• Experience or desire to work in the financial services industry is essential
• Strong communication skills
• Willing to study/develop in the industry

Howett Thorpe are acting as a recruitment agency in relation to this role and comply with all relevant UK legislation and do not discriminate on any protected characteristics. Due to the high volume of applications we currently receive, we are unable to respond to all candidates. If you do not hear from a Consultant within 5 working days, please assume that you have not been successful.

Refer a friend

If this job is not of interest to you, but you know a friend or colleague who may be interested, recommend them to us and receive a minimum of £100 in vouchers we assist them in securing a permanent role and a minimum of 5 in vouchers if we place them in a temporary assignment. (Terms & conditions apply)