Financial Administration Team Leader

4 days ago

United Kingdom Heronsgate Capital Full time

We are looking to recruit a well-organised, enthusiastic, and experienced Client Services Manager to join our wealth management firm which delivers high quality financial planning and investment advice to individuals in the professional services industry.

Our Client Service Manager will oversee the financial administrators, ensuring cohesive, controlled and efficient client service support, which supports and complements the paraplanner and adviser teams.

Key responsibilities include leading the dealing and transfers function, overseeing task management across the client services team, providing streamlined client onboarding support and managing the ongoing training and development of financial administrators.

Significant prior experience within financial planning firm is essential to this role.

Essential Requirements & Skills

  • Highly organised with an ability to work accurately to deadlines with accountability and ownership for own deliverables and task management.

 

  • Experienced manager with a professional communication manner (written and verbal) and ability to form strong working relationships with the existing team.

 

  • Minimum of 5 years’ experience with a demonstrable knowledge of the wealth planning industry.

  • A pro-active ‘can-do’ personality and ability to bring about change in the business by confidently communicating with staff members at all levels.

  • Experience of using XPlan or similar CRM system is essential.

  • Demonstrable experience of overseeing financial administration organisation, including AML processes, new client onboarding, administration in support of review process, the implementation of advice, accurate maintenance of client records and task management.

 

  • Strong IT skills and confidence using Microsoft Office, particularly MS Word, Excel and Outlook.

  • A professional understanding of applicable FCA compliance regulations, anti-money laundering obligations and data-protection regulations.

Salary and Benefits

  • Competitive salary package along with discretionary bonus scheme.
  • Comprehensive health plan, cycle to work and technology scheme, quarterly team-building events.
  • 25 days of annual leave, plus an extra day off to celebrate your birthday.
  • Modern, serviced office with complimentary drinks available throughout the day.

Applications

Please apply with your CV, and provide a short paragraph detailing why the role is of interest.

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