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- Tasks: Lead a dynamic team in wealth management and support advisers with client servicing.
- Company: Join a prestigious FSTE 100 financial services practice with a commitment to quality advice.
- Benefits: Enjoy 25 days holiday, a pension scheme, bonuses, and free parking.
- Why this job: Step into a management role and develop your skills with paid training opportunities.
- Qualifications: 2-3 years experience with St James Place and a passion for leadership.
- Other info: Be part of a supportive environment focused on building trusted client relationships.
The predicted salary is between 36000 - 60000 £ per year.
Our client is offering an exciting opportunity for an experienced Team Leader to support a well-established and growing Financial Service practice and play a key role in supporting the Advisers in a smooth client servicing process. They will be the first point of contact for clients responsible for client administration generated from client meetings, diary management, liaising with providers, business submission and incoming telephone calls, email, and queries. We are seeking an individual who has 2-3 years experience with St James Place and wants to develop into a management role overseeing the administration team. The successful candidate will be willing to study and develop, whilst following the inhouse training programme. All training will be supported and paid for by the company. The Practice represents a FSTE 100 brand and has seen its success grow through the ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The company’s proposition is further enhanced by its distinctive approach to investment management.
Main Duties & Responsibilities
- Overseeing the administration team and supporting the wider business.
- 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 online 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 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.
- Support Partner in business submission.
- 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.
- Any other duties as may reasonably be required for both the business and the Partner.
Benefits
- Holiday entitlement - 25 days (plus bank holiday and Christmas)
- Company Pension Scheme
- Company Bonus Scheme
- Death in service
- Free parking
Wealth Management Team Leader - Chobham employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Team Leader - Chobham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the wealth management sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to client relationships and investment management. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. Focus on how your experience aligns with the role of a Team Leader and how you can support the advisers effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search. So, go ahead and submit your application today!
We think you need these skills to ace Wealth Management Team Leader - Chobham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your 2-3 years of experience with St James Place and any relevant management experience to show us you're the right fit for the role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about wealth management and how you can contribute to our team. Mention specific examples from your past roles that demonstrate your ability to support advisers and manage client relationships.
Showcase Your Communication Skills: Since you'll be the first point of contact for clients, it's crucial to demonstrate your excellent communication skills. Use clear and concise language in your application, and don’t forget to proofread for any typos or errors!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at Artemis Recruitment Consultants
✨Know Your Stuff
Make sure you brush up on your knowledge of St James Place and the wealth management industry. Familiarise yourself with their services, ethos, and how they differentiate themselves in the market. This will show that you're genuinely interested and prepared.
✨Showcase Your Leadership Skills
As a Team Leader, you'll need to demonstrate your ability to manage and support a team. Prepare examples from your past experiences where you've successfully led a team or improved processes. Highlight your communication skills and how you can foster a collaborative environment.
✨Be Client-Focused
Since this role involves client interaction, be ready to discuss how you prioritise client needs and ensure a smooth servicing process. Share specific instances where you've gone above and beyond for clients, as this aligns with the company's commitment to building trusted relationships.
✨Prepare Questions
Interviews are a two-way street, so come armed with thoughtful questions about the company culture, training opportunities, and expectations for the role. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
