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For Companies At a Glance
- Tasks: Lead and motivate a team to deliver exceptional client service in financial administration.
- Company: Join a dynamic and empowering organisation in Bromsgrove.
- Benefits: Enjoy hybrid working, competitive salary, and generous holiday allowances.
- Why this job: Make a real impact while developing your leadership skills in a supportive environment.
- Qualifications: Experience in financial services and team management is essential.
- Other info: Great opportunities for professional growth and a fun workplace culture.
The predicted salary is between 36000 - 60000 £ per year.
Oakley Recruitment is working in partnership with an expanding organisation based in Bromsgrove. This is an excellent opportunity to join the team as a Team Manager, managing a team of experienced IFA Client Services Executives on a full-time permanent basis.
Culture and Environment
Our client fosters a dynamic and professional culture that is both welcoming and empowering. They are committed to delivering exceptional service to their clients while cultivating an environment where employees feel valued, supported, and driven to grow. Innovation, development, and excellence are at the heart of everything they do.
Personality
This candidate will be responsible for overseeing a team of client services executives and administrators, ensuring efficient management of workflow, compliance with regulatory requirements and the delivery of excellent client service to their internal and external clients. You will be a confident and supportive leader who leads by example, motivating and developing their team while fostering a positive, collaborative working environment. With a strong eye for detail and quality, you will take ownership of reviewing work, identifying risks, and driving continuous improvement across processes and ways of working.
Reward
- Hybrid working 3 days in the office; 2 days working from home
- Contributory pension scheme
- Medical cash plan scheme
- Discounts on products and services
- Annual bonus
- Christmas party and summer events
- Additional holiday days for service
- 25 days annual leave plus 8 bank holidays
- Buy and sell an extra 5 days of holiday
- Gifted birthday holiday day
- Secure parking
- Discounted gym access
- Discounted financial advice
Job Role
- Leading, supporting, and motivating a team of Client Service Executives and Administrators, while promoting a positive and collaborative working environment
- Managing workload allocation and team capacity to ensure the efficient and timely delivery of administrative and technical support to Financial Advisers
- Ensuring all administrative processes, including client onboarding, policy administration, new business submissions, and document management, are completed accurately and in line with regulatory requirements
- Monitoring compliance with regulations and internal policies, identifying risks, and reviewing and approving team output to maintain quality and regulatory standards
- Driving continuous improvement by identifying process enhancements, implementing flexible audit processes, and embedding a “right first time” culture while recognising high performance
- Supporting team development through regular training, performance reviews, one-to-one meetings, and ongoing coaching
- Acting as a point of escalation for complex queries from administrators, clients, and financial advisers, demonstrating strong problem‑solving and conflict management skills
- Ensuring clear, timely, and professional communication with financial advisers and external stakeholders
- Tracking team performance through KPIs and providing regular reports to senior management
Skills and experience
- Proven experience in financial services administration
- An understanding of FCA regulations and compliance requirements
- Experience in supervising or mentoring a team
- Organisation and time management
- Experience using both Microsoft applications and industry-specific software
IFA Client Services Team Leader in Bromsgrove employer: Oakley Recruitment Ltd
Contact Detail:
Oakley Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Client Services Team Leader in Bromsgrove
✨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 the company culture and values. Since this role is all about leading a team and fostering a positive environment, be ready to share examples of how you've done this in the past.
✨Tip Number 3
Showcase your leadership skills! During interviews, highlight your experience in managing teams and driving continuous improvement. Use specific examples to demonstrate how you've motivated your team and improved processes.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace IFA Client Services Team Leader in Bromsgrove
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Client Services Team Leader role. Highlight your experience in financial services and any leadership roles you've had. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our dynamic culture and how you can contribute to our team's success. Keep it professional but let your personality show through.
Showcase Your Leadership Skills: Since this role involves leading a team, make sure to highlight your leadership experience. Share examples of how you've motivated and developed teams in the past. We love seeing candidates who can lead by example!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it makes the whole process smoother for everyone involved.
How to prepare for a job interview at Oakley Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of FCA regulations and compliance requirements. Being able to discuss these confidently will show that you understand the industry and can lead your team effectively.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully managed a team in the past. Highlight your ability to motivate and develop others, as well as how you've fostered a positive working environment. This is key for the role!
✨Be Ready for Problem-Solving
Think of scenarios where you've had to handle complex queries or conflicts. Be ready to discuss your approach to problem-solving and how you ensure clear communication with stakeholders. This will demonstrate your capability to act as a point of escalation.
✨Emphasise Continuous Improvement
Come prepared with ideas on how to drive continuous improvement within a team. Discuss any past experiences where you've identified process enhancements or implemented new practices that led to better outcomes. This aligns perfectly with the company's values.
