Wealth Management Admin Team Lead - Training & Growth

Artemis Recruitment Consultants Ltd; Chobham; On-site; GBP 32,000; Full time

Job summary

A financial services consulting firm in Chobham is seeking an experienced Wealth Management Team Leader. This role involves overseeing the administration team, supporting advisers, and managing client communications. Ideal candidates will have 2-3 years of experience with St James Place and a willingness to develop in a management capacity. The position offers a salary of £32,000 and opportunities for professional growth with paid training.

Benefits

25 days holiday plus bank holiday and Christmas

Paid training program

Qualifications

• 2-3 years experience with St James Place required.
• Willingness to develop into a management role overseeing the administration team.
• Willingness to study and participate in the inhouse training programme.

Responsibilities

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

Skills

Client administration

Diary management

Team leadership

CRM management

Client communication

Job description

A financial services consulting firm in Chobham is seeking an experienced Wealth Management Team Leader. This role involves overseeing the administration team, supporting advisers, and managing client communications. Ideal candidates will have 2-3 years of experience with St James Place and a willingness to develop in a management capacity. The position offers a salary of £32,000 and opportunities for professional growth with paid training.