IFA Client Services Supervisor: Team Leader

IFA Client Services Supervisor: Team Leader

Full-Time 31500 - 38500 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Lead a team to deliver exceptional client services and ensure FCA compliance.
  • Company: Expanding organisation in Cardiff with a focus on growth and development.
  • Benefits: Full-time permanent role with opportunities for career advancement.
  • Other info: Join a supportive team and thrive in a fast-paced setting.
  • Why this job: Make a real difference by coaching and improving processes in a dynamic environment.
  • Qualifications: Experience in client services and strong leadership skills.

The predicted salary is between 31500 - 38500 Β£ per year.

Oakley Recruitment Limited is partnering with an expanding organisation in Cardiff to recruit an IFA Client Services Supervisor for a full-time permanent role.

You will lead a team of Client Services Executives and Administrators, oversee workloads, and ensure FCA compliance while delivering exceptional service to clients and advisers.

The role emphasizes coaching, process improvement, and performance reporting.

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IFA Client Services Supervisor: Team Leader employer: Oakley Recruitment Limited

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Contact Details:

Oakley Recruitment Limited Recruitment Team

We think you need these skills to ace IFA Client Services Supervisor: Team Leader

Leadership Skills
Team Management
FCA Compliance
Client Service Excellence
Coaching Skills
Process Improvement
Performance Reporting