At a Glance
- Tasks: Lead a team, manage workflows, and support client relationships in wealth management.
- Company: Join a Partner Practice of St. James Place, a leader in financial services.
- Benefits: Enjoy professional development, a supportive team environment, and flexible working options.
- Other info: Full training on SJP systems will be provided.
- Why this job: Make an impact by growing client relationships and enhancing team performance in a dynamic setting.
- Qualifications: Previous management experience and knowledge of financial services are essential.
The predicted salary is between 43200 - 72000 € per year.
We are looking to take for a Wealth Management Team Leader to join our clients team based in Esher, Surrey. You will be joining a Partner Practice of St. James Place and will help to lead and oversee the administrative support to the business. One of your main duties will be to help maintain existing business with current clients, whilst also helping to grow the business and bring new clients on board.
Responsibilities:
- Proactively managing the administration team whilst assisting Advisory and Tech with more complex and senior administrative tasks.
- Monitoring, delegating and/or overseeing all incoming workflows whilst maintaining timely, accurate and compliant data logs using SJP systems.
- Management and monitoring of the administration mailbox and work queue, associated task review and allocation of work as appropriate.
- Proactively monitor work levels, team capacity and pipeline work to ensure adequate resource is in place when required.
- Working compliantly and within SJP advice parameters at all times, ensuring that the company is kept up to date with any key process or policy changes.
- Identify any new training and/or knowledge gaps and research solutions to address the same.
- Ensuring all client-facing tasks are handled with professionalism and key work is peer checked for accuracy and quality control purposes.
- Conduct weekly team meetings to run through active cases and WIP, tracking the progress of tasks across the team, and ensuring that any concerns, deadlines and/or complex cases are closely monitored.
- Taking ownership of more complex work and/or assisting the team with general tasks to meet business needs including (but not limited to) submitting fund switches, business processing, completing trust forms, cashflow modelling, high value client withdrawals, presentation documents, post review meeting work, report prep and other work as may be required by Advisory.
- Conduct fortnightly 1:1 meetings with team members to ensure open and honest communication with regular feedback on performance (if required).
- Providing additional support to the Leadership team, when required.
- Assisting with general office based tasks when required including office based purchases, monitoring IT equipment distribution and ensuring all incoming post is dealt with efficiently and promptly.
- Using all SJP systems including Salesforce, iBusiness, My Practice, SJP House, FSS, DocuSign, FE, Voyant and AdminLink (full training to be provided).
- Liaising with all internal team members, clients and third parties (verbally and in writing) in a professional and polite manner.
- Adhere to FCA, Anti-Money Laundering and GDPR protocols at all times.
- Liaising with Admin Centre and wider SJP support departments when required.
- Drafting correspondence, documents and other client facing comms or campaigns as may be required from time to time.
Knowledge and experience:
- Previous management experience and/or strong operations background at supervisory level.
- Experience in an office support role in financial services or related sector.
- Knowledge of relevant regulation and legislation.
- Proficient in Microsoft Office, Outlook and CRM systems.
- Previous experience working within a Partner Practice of St. James Place.
- Salesforce knowledge/experience.
Wealth Management Team Leader in Esher employer: ARTEMIS RECRUITMENT CONSULTANTS LIMITED
Joining our team as a Wealth Management Team Leader in Esher, Surrey, means becoming part of a dynamic Partner Practice of St. James Place, where we prioritise employee growth and development. Our supportive work culture fosters collaboration and innovation, offering comprehensive training and opportunities for career advancement while ensuring a healthy work-life balance. With a focus on maintaining strong client relationships and a commitment to compliance, you will play a pivotal role in shaping the future of our business in a vibrant and engaging environment.
Contact Detail:
ARTEMIS RECRUITMENT CONSULTANTS LIMITED Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Management Team Leader in Esher
✨Tip Number 1
Familiarise yourself with the specific systems mentioned in the job description, such as Salesforce and SJP's various platforms. Having a solid understanding of these tools will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Network with current or former employees of St. James Place or similar financial services firms. Engaging in conversations about their experiences can provide you with valuable insights into the company culture and expectations, which can be beneficial during interviews.
✨Tip Number 3
Prepare to discuss your management style and how you handle team dynamics. Given that this role involves leading an administration team, showcasing your leadership skills and ability to foster a collaborative environment will be crucial.
✨Tip Number 4
Stay updated on the latest regulations and compliance requirements in the financial services sector. Being knowledgeable about FCA guidelines and Anti-Money Laundering protocols will show your commitment to maintaining high standards in your work.
We think you need these skills to ace Wealth Management Team Leader in Esher
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant management experience and operational skills. Emphasise any previous roles in financial services or office support, particularly within a Partner Practice of St. James Place.
Craft a Compelling Cover Letter:Write a cover letter that showcases your leadership abilities and understanding of the wealth management sector. Mention specific examples of how you've successfully managed teams or improved processes in past roles.
Highlight Relevant Skills:In your application, focus on key skills mentioned in the job description, such as proficiency in Microsoft Office, CRM systems, and knowledge of FCA regulations. Use specific examples to demonstrate these skills.
Showcase Communication Skills:Since the role involves liaising with clients and internal teams, highlight your communication skills. Provide examples of how you've effectively communicated in previous roles, both verbally and in writing.
How to prepare for a job interview at ARTEMIS RECRUITMENT CONSULTANTS LIMITED
✨Showcase Your Leadership Skills
As a Wealth Management Team Leader, demonstrating your leadership abilities is crucial. Prepare examples of how you've successfully managed teams in the past, highlighting your approach to delegation, motivation, and conflict resolution.
✨Familiarise Yourself with SJP Systems
Since the role involves using various SJP systems like Salesforce and iBusiness, it's beneficial to have a basic understanding of these tools. If you have prior experience, be ready to discuss how you've used them effectively in your previous roles.
✨Understand Compliance and Regulations
Given the importance of adhering to FCA, Anti-Money Laundering, and GDPR protocols, brush up on these regulations. Be prepared to discuss how you ensure compliance in your work and any relevant experiences you have in this area.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle complex situations. Think of specific instances where you've had to manage workloads, resolve client issues, or implement new processes, and be ready to share those stories.
