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For Companies At a Glance
- Tasks: Lead a team to ensure top-notch client service and compliance in wealth management.
- Company: Join a dynamic firm focused on delivering exceptional financial services.
- Benefits: Enjoy a competitive salary, bonuses, study support, and generous holiday entitlement.
- Why this job: Be part of a leadership role that shapes client experiences and drives team success.
- Qualifications: Experience in wealth management and proven leadership skills are essential.
- Other info: Opportunities for progression and professional development await you!
The predicted salary is between 28000 - 42000 £ per year.
Main Purpose of the Job:
We are seeking an Administration Team Leader to join a dynamic team. The role will involve overseeing the client account executives and administration team, ensuring high-quality client servicing and compliance. You will be responsible for managing report writing, administrative duties, and client requests while maintaining timely, accurate, and compliant advice. The Administration Team Leader will also manage the New Business Register and lead the team in ensuring all client-facing tasks are handled with the utmost professionalism. This is a Leadership role, so previous experience in this area is highly advantageous.
Key Responsibilities:
- Supervise and manage the Client Account Executives and Administrators, addressing staff issues and developing procedures to improve team operations and cross-departmental collaboration.
- Oversee and control the New Business Register, ensuring all activities are recorded accurately, including withdrawal requests, policy purchases, and death claims.
- Lead weekly sales meetings and track the progress of tasks across the team.
- Manage the report writing process and ensure consistency and compliance across all client reports.
- Produce recommendation reports in line with regulatory guidelines and within required timeframes.
- Generate illustrations, supporting documents, and application forms for clients.
- Liaise with providers to obtain information on clients' existing plans, including charges, fund performance, guarantees, and benefits.
- Conduct cash flow modelling to aid client decision-making.
- Process new business effectively, ensuring a smooth journey from start to completion.
- Monitor and chase progress on new business, transfers, and withdrawals.
- Conduct research and due diligence on recommended providers and policies via Synaptics.
- Assist with file checks to ensure accuracy and compliance.
- Oversee all areas of compliance within the firm, ensuring procedures are followed and data is handled securely.
What you can expect:
- Competitive salary of up to £35,000 + Discretionary Bonus
- Study and exam support toward full diploma qualification
- Generous holiday entitlement and benefits package
- Progression opportunities..and much more!
Skills & Experience Required:
- Experience in wealth management, paraplanning, or client servicing is essential.
- Strong understanding of regulatory requirements and compliance in the financial sector.
- Proven leadership experience in managing teams and delivering results.
- Excellent report writing, communication, and organizational skills.
- Proficiency in client relationship management and customer service.
- A proactive and detail-oriented approach to problem-solving and task management.
- Ability to manage multiple tasks and priorities in a fast-paced environment.
Administration Team Leader (Wealth Managament) employer: Recruit UK | Certified B Corp™
Contact Detail:
Recruit UK | Certified B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administration Team Leader (Wealth Managament)
✨Tip Number 1
Familiarise yourself with the latest regulatory requirements in wealth management. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to compliance and high-quality client servicing.
✨Tip Number 2
Showcase your leadership skills by preparing examples of how you've successfully managed teams in the past. Be ready to discuss specific challenges you faced and how you overcame them, as this will highlight your ability to lead effectively.
✨Tip Number 3
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with others in the field. This can provide valuable insights and potentially lead to referrals for the Administration Team Leader position.
✨Tip Number 4
Prepare to discuss your approach to report writing and client communication. Being able to articulate your process and how you ensure accuracy and compliance will be crucial in demonstrating your fit for this role.
We think you need these skills to ace Administration Team Leader (Wealth Managament)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management, paraplanning, or client servicing. Emphasise your leadership skills and any previous roles where you managed teams or improved processes.
Craft a Compelling Cover Letter: In your cover letter, explain why you're the perfect fit for the Administration Team Leader role. Mention specific examples of how you've successfully led teams, managed compliance, and improved client servicing in past positions.
Showcase Your Skills: Highlight your excellent report writing, communication, and organisational skills in both your CV and cover letter. Provide examples of how you've used these skills to achieve results in previous roles.
Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Showcase Your Leadership Skills
As this role is a leadership position, be prepared to discuss your previous experience managing teams. Highlight specific examples where you successfully led a team, resolved conflicts, or improved team performance.
✨Demonstrate Your Knowledge of Compliance
Given the importance of compliance in wealth management, ensure you can articulate your understanding of regulatory requirements. Be ready to discuss how you've ensured compliance in past roles and any relevant procedures you've implemented.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and decision-making skills. Prepare scenarios related to client servicing and team management, and think through how you would handle various challenges that may arise.
✨Emphasise Your Communication Skills
Strong communication is key in this role. Be ready to provide examples of how you've effectively communicated with clients and team members. Discuss your report writing experience and how you ensure clarity and compliance in documentation.
