Recruit UK is supporting a well-established Wealth Management firm in their search for a Client Services Team Leader. This role leads a growing administration and PA support team to ensure advisers receive excellent operational support and a superior client experience.
You will manage a team of around 10, coach individuals, and drive improvements across the support function while collaborating with advisers, paraplanners and senior management.
#J-18808-LjbffrWealth Client Services Team Lead - Hybrid, Travel & Bonus 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.