Team Leader

Faith Recruitment; Woking; On-site; GBP 30,000 - 45,000; Full time

Job summary

A growing financial services practice in Woking is seeking a motivated Team Leader to oversee the client administration team. The ideal candidate will have 2-3 years of relevant experience, strong organisational and client interaction skills, and proficiency in CRM systems. This role is crucial for maintaining a high-quality, client-focused service.

Qualifications

• 2-3 years' experience in administration processes, specifically with St James's Place.
• Strong organisational skills necessary.
• Confidence in dealing with clients and advisors.

Responsibilities

• Oversee the administration team and provide leadership.
• Manage advisor diaries and client communications.
• Prepare documentation for advisors before meetings.

Skills

Organisational skills

Client interaction

CRM proficiency

Microsoft Office

Task management

Job description

Overview

MUST HAVE ST JAMES'S PLACE EXPERIENCE

My client is a growing financial services practice who are currently seeking an organised and motivated Team Leader to join their team. This role is ideal for someone looking to oversee client administration, support the administration team, and help to drive a high quality, client-focussed service.

Key Responsibilities

• Oversee the administration team, providing leadership and coaching, as well as monitoring workload and quality
• Co-ordinate and manage advisor diaries and client communications
• Perform pre-meeting research and prepare documentation for advisors
• Maintain and update CRM and IT systems to ensure accurate client\'s information and compliance
• Compile data from providers and liaise with both internal and external parties
• Ensure client information is handled appropriately in line with regulation
• Identify training needs within the team and follow the in-house training programme

Requirements

• 2-3 years\' experience working with the relevant administration processes (specifically St James\'s Place)
• Strong organisational skills
• Confident in dealing with clients, advisors, and third-party providers
• Proficiency with CRM systems and Microsoft Office suite
• Ability to manage multiple tasks, prioritise, work under pressure, and meet deadlines

Desirable

• Experience supervising or leading small teams
• Familiarity with regulatory / compliance requirements in financial services
• Experience of preparing financial reviews, valuations, or financial-planning documentation