We are looking for an organised, proactive and people-focused Client Support Team Leader to oversee our Client Support and Technical Client Support teams, comprising financial planning administrators and paraplanners.
Working closely with the Operations Director, you will help develop the team, improve processes and ensure both teams operate effectively, with clear priorities and consistent working practices.
Key Responsibilities
- Oversee the day-to-day running of the Administration and paraplanning teams.
- Allocate work, manage workloads and ensure deadlines and service standards are met.
- Monitor outstanding cases, identify backlogs and reprioritise work where necessary.
- Provide guidance, coaching and support to colleagues, helping with training and development.
- Hold regular team catch-ups and one-to-one meetings to review progress and performance.
- Identify opportunities to improve workflows, efficiency and accuracy.
- Provide regular updates to the Operations Director on team performance, workloads and capacity.
- Provide hands-on support with client administration and more complex cases where required.
Skills and Experience
- Strong experience in financial planning administration, paraplanning or client servicing within financial services.
- A good understanding of financial planning processes and the roles of administration and paraplanning teams.
- Strong attention to detail and a commitment to high standards of client service.
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Financial Planning Team Leader in Fareham employer: Dynamite Recruitment Solutions Ltd
Join a stable and profitable business in Manchester/Preston, where as a Commercial Electrician, you'll benefit from a strong support network and a hands-on role focused on maintenance and repairs. With enhanced sick pay, generous holiday options, and a commitment to employee wellbeing through family events and a buddy system, this company fosters a collaborative and rewarding work culture that prioritises your growth and job satisfaction.
Contact Details:
Dynamite Recruitment Solutions Ltd Recruitment Team
