Wealth Admin Team Lead - Hybrid, Travel, Growth in Poole

Wealth Admin Team Lead - Hybrid, Travel, Growth in Poole

Poole Full-Time No working from home possible
Recruit UK

Recruit UK is supporting a well-established Wealth Management firm in their search for a Client Services Team Leader. This is a leadership role overseeing around 10 Wealth Administrators and PAs.

You will coach, develop, and manage workloads across multiple offices while ensuring advisers receive top-tier operational support and an outstanding client experience. You will travel monthly to various office locations to deliver training and conduct 1-2-1s, contributing to ongoing improvements in

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Wealth Admin Team Lead - Hybrid, Travel, Growth in Poole 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.

Recruit UK

Contact Details:

Recruit UK Recruitment Team