Client Services Team Leader

Recruit UK is supporting a well-established Wealth Management firm in their search for a Client Services Team Leader. This is an excellent opportunity for an experienced Financial Services professional to lead a growing administration and PA support team, ensuring advisers receive first-class operational support while delivering an outstanding client experience. You'll be expected to travel to each of their offices on a monthly basis to support the delivery of training and 1-2-1s.

This is a people-first leadership role where you'll look after a team of around 10, managing workloads, coaching individuals and driving continuous improvements across the support function. You'll work closely with advisers, paraplanners and senior management, making a real impact on both team performance and the wider business.

Responsibilities Include:

• Lead, coach and develop a team of Wealth Administrators and PAs

• Manage workloads, team capacity and service levels across multiple offices

• Conduct regular 1-2-1s, performance reviews and support employee development across multiple offices

• Act as the main escalation point for complex client/wealth administration queries

• Work alongside advisers, paraplanners and compliance to deliver an outstanding client experience

• Identify opportunities to improve processes and increase operational efficiency

Benefits:

• Hybrid working

• 25 days annual leave plus Bank Holidays, increasing with service up to 30 days

• Performance-related bonus

• Private healthcare

• Business travel expenses fully covered

About you:

• Full UK driving licence and willingness to travel to other office locations once a month (travel expenses covered) (Required)

• Previous experience within Wealth Management or Financial Planning (essential)

• Experience leading, supervising or mentoring a team within an administration or client support environment (desired)

• Great understanding of financial planning processes, FCA regulations and industry terminology

• Excellent communication and stakeholder management skills

• Comfortable coaching and delivering regular 1-2-1s

• Experience using Financial Planning back-office systems such as Intelligent Office or similar (advantageous)

• RO1 or other Financial Planning qualifications (advantageous)

If you're looking to move into a leadership position where you can make a real impact on both people and processes, we'd love to hear from you.