FINANCIAL SERVICES TEAM LEADER

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

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 Practice

Representing 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 Responsibilities

• Lead, 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.

En...