Client Administrator Team Leader - St Asaph's
Our company is changing the face of wealth management and planning. Our teams are small enough for you to make an impact, our company is large enough to support your career aspirations.
Career
Are you ready to step up as a Client Administrator Team Leader and have a significant impact on our firm's client service? We're a growing wealth management firm that believes in building the best client service in the business.
For those who excel in client support and wish to further their career in this area, we value self-motivated individuals who are ready to demonstrate their capabilities and grow with us.
About the Role
Based in St Asaph joining our Hub team, this role offers variety and challenge in equal measure. As the Team Leader, providing crucial support to our Financial Planners, ensuring they and their clients receive outstanding service. Your remit will include team management, organisation, and providing a coaching environment to support your team on their career paths.
This is an exceptional opportunity to advance your career with one of the most innovative Wealth Management firms in the UK.
Accountabilities
- Leading a team supporting day to day tasks, being that point of escalation and using data to highlight accuracy, performance, and SLAs
- Processing new business applications.
- Liaising with 3rd party providers and using provider platforms.
- Good knowledge of CRM (we use Xplan) IO or similar system.
- Prepare documentation for client appointments and meetings, including the production of annual planning meeting packs.
- Communicating directly with clients and addressing their needs promptly.
Skills and Experience
- Experience in a Wealth Management, Financial Planning or IFA firm.
- Indepth knowledge of pensions, investments, mortgages and protection
- Great communication skills, highly organised, thrives when developing a team and gaining great outcomes.
- Intermediate Excel skills - e.g. Pivot tables.
- Capable of fact finding and analytical thinking.
- Enjoy building an innovative team growing a culture of collaboration.
Benefits
- Competitive Pension Scheme - we contribute 6%, you 3%
- 26 days holiday plus bank holidays
- Private Medical Insurance
- Life Assurance (4x)
- Group Income Protection
- Work From Anywhere in the UK or Europe for up to 4 weeks
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
- Department
- Client and Adviser Support
- Locations
- St Asaph
- Remote status
- Hybrid Remote
Client Administrator Team Leader - St Asaph's
Our company is changing the face of wealth management and planning. Our teams are small enough for you to make an impact, our company is large enough to support your career aspirations.
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