Client Services Team Leader, Financial Planning in Taunton

We're looking for a proactive and people focussed Client Services Team Leader to join our Financial Planning team in Taunton. In this support role, you will lead our team of administrators, working closely with our Financial Planning Consultants to ensure the seamless delivery of exceptional client care and operational efficiency.

Key responsibilities include providing team leadership with administrative support across all stages of the client journey. You will conduct team reviews, help train, and ensure that we're following the correct processes on our Intelligent Office Database. You will manage new business applications through to completion with client care and satisfaction as a high priority.

You'll be regularly communicating with clients, product providers, and internal teams, to ensure timely and accurate completion of new and ongoing business, all to a great service standard.

What we need from you:

• Previous experience of managing administration teams
• Previous experience within a similar role, including the use of Intelligent Office client database/back office system
• An awareness of FCA compliance requirements
• An interest in progressing with industry qualifications
• Great communication skills and the ability to organise and prioritise your workload
• A love of working in a team, with a focus on client care

We understand that not everyone will come with these exact requirements. If your experience isn’t a complete match but you feel you could bring a lot to AG, we’d still encourage you to apply so that we can learn more about you.

What we can give you in return:

• A fantastic place to work with a competitive and flexible benefits package.
• A minimum of 25 days holiday which increases with length of service. Plus the option to buy and sell holiday
• An annual salary review
• Hybrid working
• Payment of any professional subscriptions relevant to your role
• Group pension scheme
• Life assurance, which includes access to a smart health app
• An employee assistance programme for you and your family
• One volunteering day per year
• Cinema society discounts
• Bupa health and cash plans available
• Electric car and cycle to work schemes

Albert Goodman is a firm of Chartered Accountants, Tax Consultants and Financial Planners, providing high-quality advice to over 5000 local and national businesses and individuals. We are friendly, fair and forward thinking with a can-do attitude. We collaborate to achieve, and pride ourselves on being trustworthy, progressive and impactful.

Our people are vital to our continued success and we are always looking to train and develop individuals who could be our future Partners and leaders. Albert Goodman are committed to encouraging equality, diversity and inclusion amongst our people. We are an equal opportunities employer, and offer an environment where candidates and colleagues feel valued. We ensure that no applicant or employee receives less favourable treatment on the grounds of age, race, religion or belief, disability, gender reassignment, marital status, pregnancy, sex or sexual orientation. We welcome applicants who can bring new perspectives and experiences, that not only help drive our business forward but make this an exciting firm to be part of.

What sets us apart:

A career at Albert Goodman can be a varied and rewarding one. We embrace future change and development. By hiring from within and investing in a range of training programmes, we give you the chance to develop and evolve your career, no matter which route you want to take.

We form inclusive relationships that deliver. We celebrate difference and empower people to bring new ideas, solutions, and perspectives. We make a positive difference to those with whom we work, as well as in our communities and the environment, and we're immensely proud to have secured B Corp status in 2023.

We're previously been named the Best Companies number one accountancy firm to work for in the UK, as well as a 'World Class Place to Work'. To add to the list we've recently been officially certified as a Great Place to Work employer, as voted for by feedback from our people.