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- Tasks: Lead a team in wealth management, overseeing pensions and investments while ensuring compliance.
- Company: Growing wealth management firm with a focus on team development.
- Benefits: Competitive salary, bonus, and hybrid working options.
- Other info: Dynamic environment with opportunities for professional growth.
- Why this job: Step up your career in financial services and make a real impact.
- Qualifications: 2+ years in financial services with team leadership experience.
The predicted salary is between 30000 - 33000 £ per year.
Hiring a Financial Services Administration Team Leader for a growing wealth management / financial planning firm. Ideal for someone with experience in financial services, pensions, investments, and team leadership looking to step up.
Key Responsibilities
- Lead and develop a team of Wealth Management Administrators
- Manage workloads and ensure SLA delivery
- Oversee pensions, investments, and client administration
- Ensure compliance with FCA regulations (file checks, QA)
- Improve processes and report on KPIs
- Liaise with providers and resolve complex queries
Requirements
- 2+ years in Wealth Management / Financial Planning / Financial Services
- Team leadership or supervisory experience
- Knowledge of pensions, investments, and FCA compliance
- Strong attention to detail and organisation
Desirable
- Xplan or similar systems
Apply now if you have experience in wealth management, financial services, pensions, investments, and team leadership.
Financial Services Administration Team Leader in Chester employer: Prestige Recruitment Group
Contact Detail:
Prestige Recruitment Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administration 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 a new opportunity. You never know who might have the inside scoop on a job opening or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions, investments, and FCA compliance. We want you to feel confident discussing these topics, as they’re crucial for the Financial Services Administration Team Leader role.
✨Tip Number 3
Showcase your leadership skills! Think of examples from your past experiences where you successfully led a team or improved processes. This will help you stand out as a candidate who can manage workloads and ensure SLA delivery.
✨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 directly with us.
We think you need these skills to ace Financial Services Administration Team Leader in Chester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, especially in pensions and investments. We want to see how your skills align with the role of a Financial Services Administration Team Leader.
Showcase Leadership Skills: Since this role involves team leadership, don’t forget to mention any supervisory experience you have. We love to see examples of how you've led teams and improved processes in your previous roles.
Be Detail-Oriented: Attention to detail is key in this industry. When writing your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure their application is polished and professional.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Prestige Recruitment Group
✨Know Your Financial Stuff
Brush up on your knowledge of pensions, investments, and FCA regulations. Be ready to discuss how you've applied this knowledge in previous roles, as it shows you're not just familiar with the terms but can also navigate the complexities of financial services.
✨Showcase Your Leadership Skills
Prepare examples of how you've led a team or managed workloads effectively. Think about specific challenges you faced and how you motivated your team to meet SLAs. This will demonstrate your capability to lead the Wealth Management Administrators.
✨Be Process-Oriented
Since improving processes is key in this role, come equipped with ideas on how you’ve streamlined operations in the past. Discuss any KPIs you’ve reported on and how you used data to drive improvements—this will highlight your analytical skills.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s approach to compliance and client administration. This shows your genuine interest in the role and helps you gauge if the company aligns with your values and work style.