Administration Team Leader - Wealth Management

MaxAd Recruitment Ltd; Surrey Heath; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading recruitment agency is seeking a Team Leader for a wealth management firm in Surrey Heath. This role involves supervising the administration team, enhancing client service, and ensuring operational efficiency. Ideal candidates will have experience in financial services and leadership skills. The position offers a competitive salary, bonus, and full funding for professional development.

Benefits

Competitive salary + discretionary bonus

25 days' holiday

Company pension & life assurance

Free parking

Full funding for professional development

Qualifications

• Experience in financial services.
• Strong organisational, leadership and client service skills.
• Excellent attention to detail and communication skills.
• Confident using CRM systems and Microsoft Office.

Responsibilities

• Lead and support the administration team to ensure high standards.
• Manage adviser diaries and prepare pre-meeting research packs.
• Oversee client documentation and follow-up actions.
• Maintain and update CRM systems and client records.
• Handle Letters of Authority with providers.
• Prepare client presentations and compliance forms.
• Support the Partner with business submissions.

Skills

Financial services experience

Organisational skills

Leadership skills

Client service skills

Attention to detail

Communication skills

CRM systems proficiency

Microsoft Office proficiency

Job description

£32,000 + Bonus + Pension + 25 Days Holiday + Study Support

Are you an experienced Administrator in the wealth management sector ready to take the next step into leadership? Maybe you're already a Team Leader looking to join a growing, highly supportive organisation?

This is an excellent opportunity to join a well-established and growing wealth management practice, representing a FTSE 100 brand, and play a key role in supporting Advisers while developing your own management career.

As Team Leader, you'll supervise the administration team and ensure the smooth running of client servicing across the practice. Acting as the first point of contact for clients, you'll coordinate diary management, provider liaison, business submissions and post-meeting administration, all while maintaining the highest levels of client care and operational efficiency.

You'll work closely with the Partners and Advisers to deliver an exceptional client experience, ensuring all documentation, CRM records and compliance requirements are completed accurately and on time.

This is an ideal role for someone with experience of working within a wealth management or investment environment looking to progress into a management position. A full in-house training and development programme is provided, with all study and qualification costs fully supported by the company.

Key Responsibilities

• Lead and support the administration team, ensuring high standards of accuracy and service.
• Manage adviser diaries, book client review meetings and prepare pre-meeting research packs.
• Oversee client documentation, valuations and follow-up actions.
• Maintain and update CRM systems and client records.
• Handle Letters of Authority, liaising with SJP centres, providers and third parties.
• Prepare client presentations and compliance forms.
• Support the Partner with business submissions and client communication.
• Continually seek to improve processes and contribute to the wider success of the practice.

Skills & Experiences

• Experience in financial services.
• Strong organisational, leadership and client service skills.
• Excellent attention to detail and communication skills.
• Confident using CRM systems and Microsoft Office.
• Enthusiastic about learning, developing and progressing into management.

The Rewards

• Competitive salary + discretionary bonus scheme
• 25 days' holiday (including bank holidays and Christmas closure)
• Company pension & life assurance
• Free parking
• Full funding for professional development and qualifications

If you're a proactive, motivated individual who thrives in a professional, client-focused environment and you're ready to take the next step in your financial services career, we'd love to hear from you.

Apply today!