Team Leader – Financial Services
An exciting opportunity has arisen for an experienced Team Leader to join a well-established and growing Financial Service business. You will play a pivotal role in supporting the Advisers, ensuring a seamless client service experience and the efficient running of our administration function.
This is an ideal role for someone with 2–3 years’ experience, who is looking to step up into a management and leadership role, overseeing a small team while continuing to develop professionally. Full training and financial support for professional study will be provided as part of the in-house development programme.
About the Practice
Representing a FTSE 100 brand, our client has grown through a commitment to providing high-quality, face-to-face wealth management advice and building long-term relationships with clients. Their success is underpinned by a distinctive approach to investment management and a dedication to outstanding service.


Key Responsibilities
*Lead, mentor, and support the administration team to deliver an exceptional client experience.
*Manage advisers’ diaries, client communications, and meeting administration — including booking and coordinating review meetings.
*Conduct pre-meeting research and prepare documentation, gathering information from client files, valuations, and providers.
*Ensure all follow-up actions from client meetings are completed accurately and promptly.
*Maintain and update the CRM and filing systems to ensure data integrity and compliance.
*Manage client administration, including Letters of Authority, business submissions, administration centres and third parties.
*Prepare client financial review documentation and presentation packs for advisers and partners.
*Support client-facing compliance processes and assist in the completion of application forms and other documentation.
*Assist the Partner and wider team with ad hoc projects and business initiatives as required.


Skills & Experience
*Strong understanding of financial planning administration and compliance processes.
*Excellent organisational and time management skills, with a keen eye for detail.
*Confident communicator with both clients and colleagues.
*Ability to lead, motivate, and support team members in a collaborative environment.
*Proficient in Microsoft Office and CRM systems (preferably Salesforce).
*Willingness to study and progress professionally, supported by the Practice.
*Competitive salary and benefits package.
*Full funding for professional study and qualifications.
*Comprehensive in-house training and leadership development.
*Supportive, professional, and friendly working environment.
OWN TRANSPORT IS ESSENTIAL, DUE TO LOCATION




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The job title and description in this advertisement may differ from the client’s official job description/contract .We appreciate your interest in this role. E-Personnel Recruitment aims to acknowledge all applications, but due to the high volume of CVs we receive, this may not always be feasible.
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