Client Services Team Leader

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 Include:

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• Lead, coach and develop a team of Wealth Administrators and PAs
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• Manage workloads, team capacity and service levels across multiple offices
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• Conduct regular 1-2-1s, performance reviews and support employee development across multiple offices
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• Act as the main escalation point for complex client/wealth administration queries
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• Work alongside advisers, paraplanners and compliance to deliver an outstanding client experience
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• Identify opportunities to improve processes and increase operational efficiency
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Benefits:

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• Hybrid working
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• 25 days annual leave plus Bank Holidays, increasing with service up to 30 days
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• Performance-related bonus
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• Private healthcare
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• Business travel expenses fully covered
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About you:

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• Full UK driving licence and willingness to travel to other office locations once a month (travel expenses covered)(Required)
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• Previous experience within Wealth Management or Financial Planning (essential)
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• Experience leading, supervising or mentoring a team within an administration or client support environment (desired)
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• Great understanding of financial planning processes, FCA regulations and industry terminology
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• Excellent communication and stakeholder management skills
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• Comfortable coaching and delivering regular 1-2-1s
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• Experience using Financial Planning back-office systems such as Intelligent Office or similar (advantageous)
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• RO1 or other Financial Planning qualifications (advantageous)
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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.