Financial Services Team Leader

Howett Thorpe; Woking; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A well-established wealth management firm based near Woking seeks a Financial Services Team Leader. The role involves managing an admin team, supporting financial advisers, and ensuring a smooth client servicing process. Candidates should have 2-3 years of experience in a St James Place practice and strong communication skills. This is a fully office-based role with potential for hybrid working.

Benefits

25 days holiday plus bank holidays

Company bonus scheme

Car parking onsite

Pension scheme

Study support package

Qualifications

• 2-3 years’ experience within a St James Place practice.
• Aspirations to develop into a managerial role.
• Strong communication skills.

Responsibilities

• Overseeing the administration team and supporting the wider business.
• Supporting advisers with diary management and client communication.
• Responsible for updates and maintenance of the CRM system.

Skills

Strong communication skills

Experience within a St James Place practice

Willingness to study/develop

Job description

This well-established wealth management organisation based on the outskirts of Woking are seeking a Financial Services Team Leader to join their team. You will be joining a growing company that is eager to find an individual that has previous experience within a SJP Practice. Furthermore, this role will be fully office based however with some potential for hybrid working, and you must be a car driver to commute to their location. A brilliant opportunity for a driven individual that is keen to find their next role within the financial services industry.

Financial Services Team Leader – Benefits

• 25 days holiday plus bank holidays
• Company bonus scheme
• Car parking onsite
• Pension scheme
• Study support package

Financial Services Team Leader – About The Role

In this role you will be reporting into the Operations Manager and will be managing a team of 3. You will be supporting the advisers with daily tasks to ensure a smooth client servicing process. Your key responsibilities will be:

• Overseeing the administration team and supporting the wider business.
• Supporting the advisers with diary management and client communication, assisting with the administration of client meetings including identifying review meetings to be booked.
• Assisting with pre-meeting research and documentation including gathering information from client files, documents and valuations for the Financial Advisers and uploading to on-line client files as required.
• Assisting with any follow up actions from client meetings.
• Responsible for updates and maintenance of the CRM system, filing and other IT systems.
• Responsible for the administration of client information for the Partner/paraplanner, ensuring in all information is gathered in a timely fashion and prepared fully before submitting to paraplanner to write case.
• Responsible for Letter of Authority’s – Delivering letters of authority to our prospects, chasing and compiling the data from providers onto a prospects file and liaising with SJP administration centres and external 3rd parties.
• Support Partner in business submission.
• Managing the client’s financial information and documents including collating information from various sources and updating/creating the Client Financial Review documents.
• Responsible for client facing compliance – completing various forms with client data.
• Preparing presentation documents for Partner & Adviser.
• Completion of various application forms and documentation on the client’s behalf and with their express permission.

The successful Financial Services Team Leader will have:

• 2-3 years’ experience within a St James Place practice
• Aspirations to develop into a managerial role
• Strong communication skills
• Willing to study/develop in the industry