At a Glance
- Tasks: Lead and mentor a dynamic administration team while ensuring top-notch client service.
- Company: Established Wealth Planning firm with a focus on client satisfaction.
- Benefits: Hybrid working, competitive salary, and opportunities for professional growth.
- Other info: Enjoy a supportive work environment with occasional travel for team collaboration.
- Why this job: Make a real difference in clients' financial journeys while developing your leadership skills.
- Qualifications: Experience in client services and strong leadership abilities.
The predicted salary is between 40000 - 50000 £ per year.
Cranleigh Personnel is assisting an established Wealth Planning firm to appoint a Client Services Team Leader.
The role is based from Corsham with hybrid working (1 day per week from home) and occasional travel between offices to support the client journey.
You will lead and mentor the administration team, oversee workflow, ensure accurate, compliant processing for advisers and clients, and collaborate with the Operations Director to drive continuous improvements.
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Hybrid Wealth Planning Client Services Lead employer: Cranleigh Personnel
Join a dynamic Wealth Planning Practice in North Bristol, where you'll thrive in a supportive and collaborative work culture that values organisation and proactive problem-solving. With opportunities for professional growth and a hybrid working model post-probation, this role offers a unique chance to be an integral part of a team dedicated to delivering exceptional client experiences. Enjoy a competitive salary and the satisfaction of being the trusted right-hand person to a financial adviser, ensuring smooth operations and fostering strong client relationships.
