Financial Services Team Lead - Client Experience & Mentorship

E Personnel Recruitment; Woking; On-site; GBP 40,000 - 50,000; Full time

Job summary

A growing financial service provider in the UK seeks an experienced Team Leader in Financial Services to lead a small administration team and ensure exceptional client service. Ideal candidates will have 2–3 years of management experience and strong leadership skills. This role offers full training and financial support for professional development within the firm. The position is based in Woking, England.

Benefits

Full training and financial support for professional study

Professional development program

Qualifications

• 2–3 years of experience in a management position in financial services.
• Strong leadership and mentoring abilities.
• Excellent communication and client service skills.

Responsibilities

• Lead and mentor the administration team.
• Manage advisers' diaries and client communications.
• Conduct pre-meeting research and prepare documentation.

Skills

Leadership

Client service

Team management

Communication

Job description

A growing financial service provider in the UK seeks an experienced Team Leader in Financial Services to lead a small administration team and ensure exceptional client service. Ideal candidates will have 2–3 years of management experience and strong leadership skills. This role offers full training and financial support for professional development within the firm. The position is based in Woking, England.