At a Glance
- Tasks: Lead and develop a team, ensuring top-notch client support and operational efficiency.
- Company: Established Wealth Management firm focused on people-first leadership.
- Benefits: Hybrid working, generous leave, performance bonuses, and private healthcare.
- Other info: Opportunity for career growth and travel to various office locations.
- Why this job: Make a real impact in a leadership role while enhancing client experiences.
- Qualifications: Experience in Wealth Management and team leadership is essential.
The predicted salary is between 40000 - 50000 £ per year.
Recruit UK is supporting a well-established Wealth Management firm in their search for a Client Services Team Leader. This is an excellent opportunity for an experienced Financial Services professional to lead a growing administration and PA support team, ensuring advisers receive first-class operational support while delivering an outstanding client experience. You'll be expected to travel to each of their offices on a monthly basis to support the delivery of training and 1-2-1s. This is a people-first leadership role where you'll look after a team of around 10, managing workloads, coaching individuals and driving continuous improvements across the support function. You'll work closely with advisers, paraplanners and senior management, making a real impact on both team performance and the wider business.
Responsibilities
- Lead, coach and develop a team of Wealth Administrators and PAs
- Manage workloads, team capacity and service levels across multiple offices
- Conduct regular 1-2-1s, performance reviews and support employee development across multiple offices
- Act as the main escalation point for complex client/wealth administration queries
- Work alongside advisers, paraplanners and compliance to deliver an outstanding client experience
- Identify opportunities to improve processes and increase operational efficiency
Benefits
- Hybrid working
- 25 days annual leave plus Bank Holidays, increasing with service up to 30 days
- Performance-related bonus
- Private healthcare
- Business travel expenses fully covered
About you
- Full UK driving licence and willingness to travel to other office locations once a month (travel expenses covered) (Required)
- Previous experience within Wealth Management or Financial Planning (essential)
- Experience leading, supervising or mentoring a team within an administration or client support environment (desired)
- Great understanding of financial planning processes, FCA regulations and industry terminology
- Excellent communication and stakeholder management skills
- Comfortable coaching and delivering regular 1-2-1s
- Experience using Financial Planning back-office systems such as Intelligent Office or similar (advantageous)
- RO1 or other Financial Planning qualifications (advantageous)
If you're looking to move into a leadership position where you can make a real impact on both people and processes, we'd love to hear from you.
Client Services Team Leader in Corsham employer: Recruit UK
Join a dynamic financial planning firm in Leeds that prioritises employee growth and operational excellence. With a strong emphasis on collaboration and innovation, we offer a hybrid working model, competitive salary, and a comprehensive benefits package, making it an ideal environment for professionals looking to make a meaningful impact in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Team Leader in Corsham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like Recruit UK. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Services Team Leader in Corsham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Recruit UK.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Recruit UK's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Recruit UK
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Recruit UK.
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Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Recruit UK will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Recruit UK employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
