Client Services Team Leader
other jobs Recruit UK
Added before 1 Days
- England,South West,Wiltshire
- Full Time, Permanent
- £37,000 - £40,000 per annum
Job Description:
Full job descriptionRecruit UK is supporting a well-established Wealth Management firm in their search for a Client Services Team Leader. This is an excellent opportunity for an experienced Financial Services professional to lead a growing administration and PA support team, ensuring advisers receive first-class operational support while delivering an outstanding client experience. You’ll be expected to travel to each of their offices on a monthly basis to support the delivery of training and 1-2-1s.
This is a people-first leadership role where you’ll look after a team of around 10, managing workloads, coaching individuals and driving continuous improvements across the support function. You’ll work closely with advisers, paraplanners and senior management, making a real impact on both team performance and the wider business.
Responsibilities Include:
*Lead, coach and develop a team of Wealth Administrators and PAs
*Manage workloads, team capacity and service levels across multiple offices
*Conduct regular 1-2-1s, performance reviews and support employee development across multiple offices
*Act as the main escalation point for complex client/wealth administration queries
*Work alongside advisers, paraplanners and compliance to deliver an outstanding client experience
*Identify opportunities to improve processes and increase operational efficiency
Benefits:
*Hybrid working
*25 days annual leave plus Bank Holidays, increasing with service up to 30 days
*Performance-related bonus
*Private healthcare
*Business travel expenses fully covered
About you:
*Full UK driving licence and willingness to travel to other office locations once a month (travel expenses covered)(Required)
*Previous experience within Wealth Management or Financial Planning (essential)
*Experience leading, supervising or mentoring a team within an administration or client support environment (desired)
*Great understanding of financial planning processes, FCA regulations and industry terminology
*Excellent communication and stakeholder management skills
*Comfortable coaching and delivering regular 1-2-1s
*Experience using Financial Planning back-office systems such as Intelligent Office or similar (advantageous)
*RO1 or other Financial Planning qualifications (advantageous)
If you’re looking to move into a leadership position where you can make a real impact on both people and processes, we’d love to hear from you.
This is a people-first leadership role where you’ll look after a team of around 10, managing workloads, coaching individuals and driving continuous improvements across the support function. You’ll work closely with advisers, paraplanners and senior management, making a real impact on both team performance and the wider business.
Responsibilities Include:
*Lead, coach and develop a team of Wealth Administrators and PAs
*Manage workloads, team capacity and service levels across multiple offices
*Conduct regular 1-2-1s, performance reviews and support employee development across multiple offices
*Act as the main escalation point for complex client/wealth administration queries
*Work alongside advisers, paraplanners and compliance to deliver an outstanding client experience
*Identify opportunities to improve processes and increase operational efficiency
Benefits:
*Hybrid working
*25 days annual leave plus Bank Holidays, increasing with service up to 30 days
*Performance-related bonus
*Private healthcare
*Business travel expenses fully covered
About you:
*Full UK driving licence and willingness to travel to other office locations once a month (travel expenses covered)(Required)
*Previous experience within Wealth Management or Financial Planning (essential)
*Experience leading, supervising or mentoring a team within an administration or client support environment (desired)
*Great understanding of financial planning processes, FCA regulations and industry terminology
*Excellent communication and stakeholder management skills
*Comfortable coaching and delivering regular 1-2-1s
*Experience using Financial Planning back-office systems such as Intelligent Office or similar (advantageous)
*RO1 or other Financial Planning qualifications (advantageous)
If you’re looking to move into a leadership position where you can make a real impact on both people and processes, we’d love to hear from you.
Job number 3955146
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metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...