About

Team Leader – Financial Services An exciting opportunity has arisen for an experienced Team Leader to join a well-established and growing Financial Service business. You will play a pivotal role in supporting the Advisers, ensuring a seamless client service experience and the efficient running of our administration function.This is an ideal role for someone with 2–3 years’ experience, who is looking to step up into a management and leadership role, overseeing a small team while continuing to develop professionally. Full training and financial support for professional study will be provided as part of the in-house development programme.About the PracticeRepresenting a FTSE 100 brand, our client has grown through a commitment to providing high-quality, face-to-face wealth management advice and building long-term relationships with clients. Their success is underpinned by a distinctive approach to investment management and a dedication to outstanding service.Key ResponsibilitiesLead, mentor, and support the administration team to deliver an exceptional client experience.Manage advisers’ diaries, client communications, and meeting administration — including booking and coordinating review meetings.Conduct pre-meeting research and prepare documentation, gathering information from client files, valuations, and providers.Ensure all follow-up actions from client meetings are completed accurately and promptly.Maintain and update the CRM and filing systems to ensure data integrity and compliance.Manage client administration, including Letters of Authority, business submissions, administration centres and third parties.Prepare client financial review documentation and presentation packs for advisers and partners.Support client-facing compliance processes and assist in the completion of application forms a