Client Support Team Manager
2 weeks ago
Our client is looking for a Team Manager to help manage a team of 4-8 FTE within Wealth Management and Financial Planning.
Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below.
To provide clear and effective supervision and leadership to the Client and Adviser Support team, to ensure Financial Planners are fully supported with new business submissions and back-office administration and support is processed / delivered promptly and accurately.
Responsible for supervising team motivation, work allocation, performance and recruitment, providing on-going training and personal development.
Undertake any additional delegated & deputised management duties as required including attendance at meetings, participation in interviews and participation in companywide projects.
This role will suit someone who has experience in a Wealth Management, Financial Planning or IFA firm.
Knowledge of pensions, investments, mortgages and protection is very favourable.
Minimum of Cert CII FS qualification or equivalent - This is essential.
Hybrid working, 3 days in the office.
-
Client Support Team Manager
4 weeks ago
St Asaph, United Kingdom Davies Talent Solutions Full timeOur client is looking for a Team Manager to help manage a team of 4-8 FTE.To provide clear and effective supervision and leadership to the Client and Adviser Support team, to ensure Financial Planners are fully supported with new business submissions and back-office administration and support is processed / delivered promptly and accurately.Responsible for...
-
Client Support Team Manager
6 days ago
St Asaph, United Kingdom Davies Talent Solutions Full timeOur client is looking for a Team Manager to help manage a team of 4-8 FTE within Wealth Management and Financial Planning.To provide clear and effective supervision and leadership to the Client and Adviser Support team, to ensure Financial Planners are fully supported with new business submissions and back-office administration and support is processed /...
-
Client Support Team Manager
7 days ago
St Asaph, Denbighshire, United Kingdom Davies Talent Solutions Full timeOur client is looking for a Team Manager to help manage a team of 4-8 FTE.Check below to see if you have what is needed for this opportunity, and if so, make an application asap.To provide clear and effective supervision and leadership to the Client and Adviser Support team, to ensure Financial Planners are fully supported with new business submissions and...
-
Client Support Team Manager
4 weeks ago
St. Asaph, United Kingdom Davies Talent Solutions Full timeOur client is looking for a Team Manager to help manage a team of 4-8 FTE.To provide clear and effective supervision and leadership to the Client and Adviser Support team, to ensure Financial Planners are fully supported with new business submissions and back-office administration and support is processed / delivered promptly and accurately.Responsible for...
-
Client Support Team Manager
3 weeks ago
St. Asaph, United Kingdom Davies Talent Solutions Full timeOur client is looking for a Team Manager to help manage a team of 4-8 FTE.To provide clear and effective supervision and leadership to the Client and Adviser Support team, to ensure Financial Planners are fully supported with new business submissions and back-office administration and support is processed / delivered promptly and accurately.Responsible for...
-
Client Support Team Manager
3 weeks ago
St Asaph, United Kingdom Davies Talent Solutions Full timeOur client is looking for a Team Manager to help manage a team of 4-8 FTE within Wealth Management and Financial Planning.To provide clear and effective supervision and leadership to the Client and Adviser Support team, to ensure Financial Planners are fully supported with new business submissions and back-office administration and support is processed /...
-
Client Support Team Manager
3 weeks ago
St. Asaph, United Kingdom Davies Talent Solutions Full timeOur client is looking for a Team Manager to help manage a team of 4-8 FTE within Wealth Management and Financial Planning.To provide clear and effective supervision and leadership to the Client and Adviser Support team, to ensure Financial Planners are fully supported with new business submissions and back-office administration and support is processed /...
-
Client Support Team Manager
1 month ago
St Asaph, Denbighshire, United Kingdom Davies Talent Solutions Full timeOur client is looking for a Team Manager to help manage a team of 4-8 FTE. To provide clear and effective supervision and leadership to the Client and Adviser Support team, to ensure Financial Planners are fully supported with new business submissions and back-office administration and support is processed / delivered promptly and accurately. ...
-
Client Support Team Manager
1 month ago
St Asaph, Denbighshire, United Kingdom Davies Talent Solutions Full timeOur client is looking for a Team Manager to help manage a team of 4-8 FTE. To provide clear and effective supervision and leadership to the Client and Adviser Support team, to ensure Financial Planners are fully supported with new business submissions and back-office administration and support is processed / delivered promptly and accurately. ...
-
Client Support Team Manager
4 weeks ago
St Asaph, Denbighshire, United Kingdom Davies Talent Solutions Full timeOur client is looking for a Team Manager to help manage a team of 4-8 FTE. Check below to see if you have what is needed for this opportunity, and if so, make an application asap. To provide clear and effective supervision and leadership to the Client and Adviser Support team, to ensure Financial Planners are fully supported with new business submissions...
-
Client Support Team Manager
4 weeks ago
St Asaph, Denbighshire, United Kingdom Davies Talent Solutions Full timeOur client is looking for a Team Manager to help manage a team of 4-8 FTE. Ready to make your application Please do read through the description at least once before clicking on Apply. To provide clear and effective supervision and leadership to the Client and Adviser Support team, to ensure Financial Planners are fully supported with new business...
-
Client Support Team Manager
1 month ago
St Asaph, Denbighshire, United Kingdom Davies Talent Solutions Full timeOur client is looking for a Team Manager to help manage a team of 4-8 FTE. To provide clear and effective supervision and leadership to the Client and Adviser Support team, to ensure Financial Planners are fully supported with new business submissions and back-office administration and support is processed / delivered promptly and accurately. Responsible...
-
Client Support Team Manager
4 weeks ago
St Asaph, Wales, Denbighshire, United Kingdom Davies Talent Solutions Full timeOur client is looking for a Team Manager to help manage a team of 4-8 FTE.To provide clear and effective supervision and leadership to the Client and Adviser Support team, to ensure Financial Planners are fully supported with new business submissions and back-office administration and support is processed / delivered promptly and accurately.Responsible for...
-
Client Support Team Manager
1 month ago
St Asaph, Denbighshire, United Kingdom Davies Talent Solutions Full timeOur client is looking for a Team Manager to help manage a team of 4-8 FTE. To provide clear and effective supervision and leadership to the Client and Adviser Support team, to ensure Financial Planners are fully supported with new business submissions and back-office administration and support is processed / delivered promptly and accurately. Responsible...
-
Client Support Team Manager
3 weeks ago
St Asaph, Denbighshire, United Kingdom Davies Talent Solutions Full timeOur client is looking for a Team Manager to help manage a team of 4-8 FTE within Wealth Management and Financial Planning. To provide clear and effective supervision and leadership to the Client and Adviser Support team, to ensure Financial Planners are fully supported with new business submissions and back-office administration and support is processed /...
-
Client Support Team Manager
3 weeks ago
St Asaph, Denbighshire, United Kingdom Davies Talent Solutions Full timeOur client is looking for a Team Manager to help manage a team of 4-8 FTE within Wealth Management and Financial Planning. To provide clear and effective supervision and leadership to the Client and Adviser Support team, to ensure Financial Planners are fully supported with new business submissions and back-office administration and support is processed /...
-
Client Support Team Manager
2 weeks ago
St Asaph, Denbighshire, United Kingdom Davies Talent Solutions Full timeJob Description Our client is looking for a Team Manager to help manage a team of 4-8 FTE within Wealth Management and Financial Planning. To provide clear and effective supervision and leadership to the Client and Adviser Support team, to ensure Financial Planners are fully supported with new business submissions and back-office administration and...
-
Client Support Team Manager
3 weeks ago
St Asaph, Wales, Denbighshire, United Kingdom Davies Talent Solutions Full timeOur client is looking for a Team Manager to help manage a team of 4-8 FTE within Wealth Management and Financial Planning.To provide clear and effective supervision and leadership to the Client and Adviser Support team, to ensure Financial Planners are fully supported with new business submissions and back-office administration and support is processed /...
-
Client and Advisor Support
4 weeks ago
St Asaph, United Kingdom QiStaff Solutions Full timeClient & Adviser Support Based - St. Asaph Salary - £25k - £29k pa Purpose To provide full comprehensive support to assigned Financial Planners and assist them in achieving individual, Hub (office) and company targets. Key Accountabilities • Maintain strong relationships with both the Financial Planners and their clients • Work closely with colleagues...
-
Client and Advisor Support
3 weeks ago
St Asaph, United Kingdom QiStaff Solutions Full timeClient & Adviser Support Based - St. Asaph Salary - £25k - £29k pa Purpose To provide full comprehensive support to assigned Financial Planners and assist them in achieving individual, Hub (office) and company targets. Key Accountabilities • Maintain strong relationships with both the Financial Planners and their clients • Work closely with colleagues...
