Wealth Management Team Lead: Growth & Client Experience

Artemis Recruitment Consultants; Berkswell; On-site; GBP 60,000 - 80,000; Full time

Job summary

A prominent recruitment consultancy is seeking a Wealth Management Executive Team Leader to oversee the administrative support for a Partner Practice of St. James Place. The role involves managing the administration team, supporting clients, and ensuring compliance with relevant regulations. Ideal candidates will have prior management experience in financial services, strong operational skills, and proficiency in Microsoft Office and Salesforce.

Qualifications

• Previous management experience and/or strong operations background at supervisory level.
• Experience in an office support role in financial services or related sector.
• Knowledge of relevant regulation and legislation.

Responsibilities

• Oversee the administration team and provide regular updates to key stakeholders.
• Manage complex queries and case tracking.
• Provide technical and administrative support as needed.
• Coordinate training for team members.
• Prepare new business files and manage client communications.

Skills

Management experience

Operations background

Strong communication skills

Proficiency in Microsoft Office

Salesforce knowledge

Job description

A prominent recruitment consultancy is seeking a Wealth Management Executive Team Leader to oversee the administrative support for a Partner Practice of St. James Place. The role involves managing the administration team, supporting clients, and ensuring compliance with relevant regulations. Ideal candidates will have prior management experience in financial services, strong operational skills, and proficiency in Microsoft Office and Salesforce.