At a Glance
- Tasks: Lead and develop a team in wealth management, ensuring top-notch client support.
- Company: Respected financial planning firm with a focus on client service.
- Benefits: Competitive salary, hybrid working, private medical insurance, and generous holiday allowance.
- Other info: Great opportunities for professional development and career growth.
- Why this job: Make a real impact by leading a passionate team and enhancing client experiences.
- Qualifications: 5+ years in client administration and experience managing teams required.
The predicted salary is between 40000 - 50000 £ per year.
Location: Leeds
Salary: £40,000– £50,000 per annum + Bonus
Job Type: Full-time
Reference: 10358
About the Role
Recruit UK is working with a well-established and highly respected financial planning firm who are looking for a Team Leader in wealth management. Looking for an experienced and motivated Team Leader to lead their Client Administration team based in Leeds. You will lead, coach and develop a team of Client Administrators, ensuring they provide comprehensive and proactive administrative support to Financial Planners and maintain strong, professional relationships with clients and internal stakeholders. With a strong focus on quality, accuracy and regulatory compliance, you will ensure all processes are delivered to the highest standards. Working closely with the Managing Partner / Team Head, you will support capacity planning, performance management and continuous improvement initiatives, helping to optimise team performance and enhance efficiency across the function. This is an excellent opportunity for a proven people leader who is passionate about client service, team development and operational excellence within a regulated environment.
Key Responsibilities
- To work closely with the aligned Financial Planners to deliver excellent client outcomes
- Conduct appraisals, 121s and drives performance within the team
- Coach, mentor provide training to develop the team
- Responsible for disseminating important information and business changes which impact the administration team
- Provide guidance on a day-to-day basis and be the ‘go to person’ to answer any process or technical issue
- To build relationships with clients and maintain regular contact
- Work alongside financial planners and paraplanners to ensure completeness of documentation to prepare suitability report
- Promote a service excellence mind-set throughout the team and the wider organisation
- Identify and report any risk, breaches, or errors through ensuring risks are logged through to mitigation actions and controls
- Work in partnership with Managing Partner, Team Heads, Projects, L D to identify training and coaching needs and to develop team and individual plans
Skills Experience Required
- Demonstrable experience of client administration within the Financial Services industry minimum 5 years’ experience
- Experience of managing and developing a team
- Strong organisation and prioritisation skills; able to work independently and within a team.
- Excellent communication both written and verbal
- Strong stakeholder management with positive influencing skills
- Ability to coach and mentor team members
- A strong ethic of client service
Benefits
- Competitive salary: £40,000 – £50,000
- Hybrid working
- Private medical insurance
- Life assurance
- Pension contributions
- Generous holiday allowance + option to purchase additional days
- Shared parental leave
- Ongoing study support and professional development opportunities
Team Leader employer: Recruit UK
Join a well-established financial planning firm in Leeds, where you will thrive in a supportive and dynamic work culture that prioritises employee development and client service excellence. With competitive salaries, hybrid working options, and comprehensive benefits including private medical insurance and ongoing professional development, this role as a Team Leader offers a unique opportunity to lead a dedicated team while making a meaningful impact in the wealth management sector.
StudySmarter Expert Advice🤫
We think this is how you could land Team Leader
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know about opportunities at firms like the one you're eyeing. A personal recommendation can make all the difference.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you showcase why you're the perfect fit for the Team Leader role.
✨Tip Number 3
Practice your leadership stories! Be ready to share specific examples of how you've successfully led teams, coached individuals, and improved processes. This will demonstrate your capability to excel in the role.
✨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 are proactive about their job search.
We think you need these skills to ace Team Leader
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Team Leader role. Highlight your experience in client administration and team management, as well as any relevant achievements that showcase your leadership skills.
Craft a Compelling Cover Letter:Your cover letter should tell us why you're the perfect fit for this position. Share your passion for client service and how you've successfully led teams in the past. Be genuine and let your personality shine through!
Showcase Your Communication Skills:Since excellent communication is key for this role, make sure your written application reflects that. Use clear, concise language and check for any typos or grammatical errors before hitting send.
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 Recruit UK
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial services industry, especially client administration. Understand the key responsibilities of a Team Leader in wealth management and be ready to discuss how your experience aligns with these.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully led and developed teams in the past. Think about specific situations where you coached or mentored team members, and be ready to share these stories during the interview.
✨Build Rapport
Since this role involves maintaining strong relationships with clients and stakeholders, practice your communication skills. Be friendly and approachable in the interview, showing that you can connect with others easily.
✨Demonstrate a Service Excellence Mindset
Be prepared to discuss how you promote a culture of service excellence within a team. Share examples of how you've ensured high standards in client service and how you handle any issues that arise.
