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For Companies At a Glance
- Tasks: Lead a dynamic team to deliver top-notch client support and optimise workflows.
- Company: Join Moneytree Wealth Management, a forward-thinking firm in Chester.
- Benefits: Enjoy a competitive salary, private medical insurance, and hybrid working options.
- Other info: Be part of a supportive culture with opportunities for personal and professional growth.
- Why this job: Empower your team while making a real impact in the financial services sector.
- Qualifications: 2+ years in wealth management and proven leadership skills required.
The predicted salary is between 31000 - 33000 £ per year.
Location: Chester, UK
Reports to: Operations Manager / Head of Client Services
The Opportunity
At Moneytree Wealth Management, the back-office is the engine room of what we do, and we are looking for a high-energy, detail-oriented Team Leader to ensure it runs at peak efficiency. You are not just managing tasks; you are empowering a team to deliver the undisputed standard of service and advice to our clients. If you have a background in financial services, a proven track record of managing a small team, and a sharp eye for compliance and efficiency, we want to talk to you.
Responsibilities
- Lead & Develop: Supervise a team of 5 Client Services Administrators, providing daily coaching, guidance, and conducting 1-to-1 performance reviews.
- Capacity Planning: Manage the team’s workload, ensuring all processes are handled strictly within SLA timeframes.
- Training & Expertise: Act as the subject matter expert on internal systems (e.g., Quilter Platform, Xplan) and industry regulations.
- Process Optimisation: Constantly review existing workflows to identify bottlenecks and implement smarter, more automated ways of working.
- Quality Control: Audit client files to ensure they meet strict FCA regulatory standards and compliance before reaching the client.
- Provider Liaison: Manage high-level relationships with product providers, platforms, and discretionary fund managers to resolve complex administrative issues.
- Reporting: Track team KPIs and report actionable findings to senior management.
- Compliance: Lead the implementation of new technology or regulatory changes (e.g., Consumer Duty updates) within the administrative team.
Qualifications
- Industry Experience: 2+ years of experience within a Wealth Management or Financial Planning environment.
- Leadership Skills: A proven track record of managing, supervising, and developing a team.
- Technical Knowledge: A solid, working understanding of pensions and investments.
- Quality Assurance Champion: You have a sharp eye for detail and a 'right-first-time' mentality regarding compliance.
- The Right Attitude: You foster a positive, engaged, and high-performing team culture that aligns with our core values.
What We Offer
- Competitive Salary: £31,000 to £33,000 (dependent on experience) + annual performance-related bonus.
- Health & Wellbeing: Private Medical Insurance and a comprehensive Company Sick Pay Scheme.
- Future Security: Company Pension.
- Flexibility: Hybrid Working.
- Culture: Regular Summer & Christmas Social Events.
About Moneytree Wealth Management
We are located in Chester and take a refreshingly simple, jargon-free approach to helping clients navigate their financial journeys. Our focus is on supporting a team-first environment where personal and professional growth is valued alongside business growth.
Client Support Team Leader in Chester employer: Moneytree Wealth Management
Contact Detail:
Moneytree Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Team Leader in Chester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching Moneytree Wealth Management thoroughly. Understand their values, culture, and recent developments. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice your leadership stories! Think of specific examples where you've successfully managed a team or improved processes. Being able to articulate these experiences will set you apart as a strong candidate for the Client Support Team Leader role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re proactive and serious about joining the Moneytree team.
We think you need these skills to ace Client Support Team Leader in Chester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Client Support Team Leader. Highlight your experience in financial services and any leadership roles you've had. We want to see how you can empower a team just like ours!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for client service and your knack for compliance. Let us know why you're the perfect fit for our team at Moneytree Wealth Management.
Showcase Your Achievements: Don’t just list your responsibilities; share your successes! Whether it’s improving team efficiency or enhancing client satisfaction, we love to see how you've made a difference in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Moneytree Wealth Management
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially around pensions and investments. Familiarise yourself with the Quilter Platform and Xplan, as these are key systems you'll be working with. Being able to speak confidently about these will show that you're ready to hit the ground running.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully managed and developed a team in the past. Think about specific situations where you provided coaching or resolved conflicts. This will demonstrate your ability to lead and empower others, which is crucial for the Client Support Team Leader role.
✨Emphasise Compliance and Quality Control
Since compliance is a big deal in this role, be ready to discuss your experience with quality assurance and regulatory standards. Share any processes you've implemented to ensure 'right-first-time' outcomes, as this will highlight your attention to detail and commitment to excellence.
✨Be Ready to Discuss Process Optimisation
Think about times when you've identified bottlenecks in workflows and how you improved them. Moneytree Wealth Management values efficiency, so showcasing your ability to streamline processes will set you apart. Prepare to share specific examples of how you've made operations smarter and more automated.