Financial Services Team Leader

MaxAd Recruitment Ltd; Surrey Heath; On-site; GBP 32,000; Full time

Job summary

A leading recruitment agency is seeking a Team Leader in Financial Services Administration in Surrey Heath. This role involves overseeing the administration team, ensuring high standards of client service and operational efficiency while working closely with Partners and Advisers. The ideal candidate will have 2-3 years in financial services, particularly in a St.James's Place environment, and will receive a competitive salary with excellent benefits, including training and professional development support.

Benefits

Competitive salary + discretionary bonus scheme

25 days' holiday (+ bank holidays + Christmas closure)

Company pension & life assurance

Free parking

Full funding for professional development and qualifications

Qualifications

• 2-3 years' experience in financial services, ideally within a St.James's Place practice.
• Excellent attention to detail and communication skills.
• Enthusiastic about learning and developing into management.

Responsibilities

• Lead and support the administration team, ensuring high standards of accuracy and service.
• Manage adviser diaries and book client review meetings.
• Maintain and update CRM systems and client records.

Skills

Experience in financial services (2-3 years)

Organisational skills

Leadership skills

Client service skills

Tools

CRM systems

Microsoft Office

Job description

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

Are you an experienced Financial Services Administrator ready to take the next step into leadership? 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 oversee 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 working within a St.James's Place environment (2-3 years preferred) who's 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

• 2-3 years' experience in financial services, ideally within a St.James's Place practice.
• 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 (+ bank holidays + 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!