At a Glance
- Tasks: Lead and develop a dynamic Client Support team in Wealth Management.
- Company: Established Wealth Management firm focused on client excellence.
- Benefits: Competitive salary, 25 days holiday, bonuses, and private health cover.
- Other info: Ongoing training and growth opportunities in a supportive environment.
- Why this job: Make a real impact by enhancing client experiences and leading a talented team.
- Qualifications: Experience in Financial Planning and strong leadership skills required.
The predicted salary is between 35000 - 40000 £ per year.
Element Recruitment is working with a well-established and growing Wealth Management firm to support the search for a Client Support Team Leader. Offering £35,000 - £40,000 DOE, this is an excellent opportunity for an experienced Financial Planning Administrator, Team Leader, or Client Support Manager looking to take ownership of a key operational function within a professional and client-focused business.
You will be responsible for leading and developing the administration team, ensuring advisers receive first-class support while maintaining high standards of service, efficiency, and regulatory compliance. Working closely with Wealth Consultants, Paraplanners, and Compliance teams, you'll play a pivotal role in delivering an exceptional client experience.
The Role
- You will oversee the day-to-day management of the Client Support team, ensuring workloads are effectively managed, service standards are maintained, and processes continue to evolve as the business grows.
Key Responsibilities
- Leading, motivating, and developing the Financial Planning Administration and PA Support team
- Allocating workloads, setting priorities, and monitoring performance against agreed service standards
- Conducting regular one-to-ones, coaching sessions, and performance reviews
- Overseeing all aspects of financial planning administration, including new business, transfers, withdrawals, valuations, and policy servicing
- Ensuring advisers are fully supported with diary management, meeting preparation, and follow-up actions
- Acting as an escalation point for complex or urgent administrative queries
- Maintaining accurate file management and record-keeping processes
- Identifying and implementing process improvements to enhance efficiency and service delivery
- Supporting system enhancements and wider business change initiatives
- Producing management information and performance reports for senior stakeholders
- Monitoring KPIs, service levels, accuracy, and team capacity
- Ensuring appropriate team resourcing and operational coverage at all times
About You
- Experience within Financial Planning, Wealth Management, or Independent Financial Advice (IFA)
- Strong understanding of financial planning administration processes
- Excellent stakeholder management and relationship-building skills
- Ability to lead, motivate, and develop a high-performing team
- Experience coaching, mentoring, or supporting junior team members
- Good understanding of FCA regulatory requirements and industry best practice
- Excellent written and verbal communication skills
- Strong organisational skills with the ability to manage multiple priorities
- Analytical mindset with a focus on continuous improvement
Desirable
- Previous Team Leader, Supervisor, or Management experience
- Experience using Financial Planning CRM and back-office systems
- Exposure to process improvement, change projects, or system implementations
- Advanced IT skills, including Excel and Financial Planning software
What's on Offer
- Salary of £35,000 - £40,000 DOE
- 25 days holiday plus bank holidays
- Financial support for financial planning exams
- Quarterly bonus scheme linked to both individual and company performance
- Comprehensive benefits package, including private health cover
- Full-time position (Monday to Friday, 37.5 hours per week), office-based
- Ongoing training and support within a successful and growing firm
A full UK driving licence is required due to travel between office locations across Wiltshire. If you're an experienced Financial Planning professional with a passion for leadership, client service, and operational excellence, we'd love to hear from you.
Client Services Team Leader in Shaftesbury employer: Element Recruitment Ltd
Join a global organisation in North Cheltenham that values collaboration and reliability, offering a supportive work culture where your contributions directly impact growth. With competitive salaries and opportunities for professional development, this role as an Accounts Assistant in Credit Control not only provides meaningful work but also the chance to enhance your skills in a dynamic environment. Enjoy the benefits of hybrid working while being part of a stable company poised for expansion.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Team Leader in Shaftesbury
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Element Recruitment Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Services Team Leader in Shaftesbury
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Element Recruitment Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Element Recruitment Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Element Recruitment Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Element Recruitment Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Element Recruitment Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Element Recruitment Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
