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Team Leader
Job Posted: 14 hours ago
Salary: £ 32,000 - 38,000 / Annum
Job Type: Permanent
Location: Woking, Surrey
Expire in: a month
Job Description
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 programmeRequirements:
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 deadlinesDesirable:
Experience supervising or leading small teams
Familiarity with regulatory / compliance requirements in financial services
Experience of preparing financial reviews, valuations, or financial-planning documentationBefore You Apply
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- Bank details.
- National Insurance number.
- Date of birth.
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