Client Services Team Leader

Our client, a well-respected financial planning company, are seeking a Team Leader to join their growing team. A key leadership role, you will be instrumental in overseeing the work of the client services team. You will be a confident leader who is able to maximise productivity within the team, while ensuring that client satisfaction is paramount.

Candidates must have a minimum of three years' management experience within a financial services setting. You must be able to demonstrate an ability to coach and develop a team, and organise workflows. The job-holder will some strategic input into delivering efficiencies and be a valuable member of the leadership team.

The role

Working closely with the advisers and senior leadership team, you'll take responsibility for the performance and development of the administration team, ensuring workloads are managed effectively, standards remain high and everyone has the support they need to succeed.

Alongside your leadership responsibilities, you'll retain some hands-on involvement in administration and client liaison. You'll also play a key role in identifying opportunities to improve operational efficiency, from refining workflows and allocating workloads to strengthening client communication and compliance processes.

Key responsibilities include:

• Leading, motivating and developing a team of six support staff.
• Managing workloads, team performance and the delivery of a consistently high standard of service.
• Providing guidance, constructive feedback and ongoing support to build the team's capabilities.
• Maintaining your own administration caseload and managing client communications where required.
• Reviewing existing processes and implementing improvements to workflows, compliance documentation and paraplanning support.
• Working closely with advisers to understand priorities and ensure the smooth running of the wider business.

Our client are offering a competitive salary and benefits package, with genuine opportunities to grow your career.