Client Support Team Leader

3 months ago

Hawarden, United Kingdom Templegate Full time

**TEMPLEGATE RECRUITMENT**
**Financial Services Specialist Recruiters**

**Job Title**: Client Support Team Leader

**Location**: Hawarden

**Benefits**:

- Competitive salary and performance-based incentive.
- Collaborative and supportive work environment with a focus on work-life balance.
- Comprehensive benefits package including a pension Scheme with 5.5% employer contributions, paid sick leave, Income Protection, Critical Illness and Death in Service, Health and Life Insurance;
- 21 days holiday + statutory holidays (increasing with length of service) + office closure over Christmas (normally 4 days)
- Opportunities for professional growth and advancement within the company.
- Fast-growing firm and so there are numerous opportunities for career progression and personal development. They will gladly provide training and financial support for those who are keen to undertake further professional qualifications.
- Hybrid working available following successful probation period and manager approval.

**Salary**: £25,000 to £30,000 depending on qualifications and experience

**About the Company**:
Our clients are a growing, privately held independent financial advisor firm. They are a team of 40+ financial planners and technical support staff all working together to build lifelong relationships with their colleagues and their clients whilst helping people achieve their financial ambitions. Our clients have a people-first culture which is supportive and collaborative, with multiple progression opportunities as the business continues to grow.

They are seeking a proactive and experienced Client Support Team Leader to join their dynamic team.
You will play a crucial role in leading and supporting their administrative team, ensuring the smooth and efficient operation of all administrative functions within their organisation.

**What Your Day to Day Duties Will Include**:

- Supervise and lead the administrative team, providing guidance, mentorship, and support to team members.
- Oversee and manage daily administrative tasks, ensuring they are completed accurately and in a timely manner.
- Coordinate with other departments to streamline processes and ensure seamless communication and collaboration.
- Monitor and maintain data integrity and accuracy in client records and financial documents.
- Develop and implement efficient workflows and standard operating procedures to optimise administrative processes.
- Serve as a point of contact for escalated administrative issues and resolve them effectively.
- Conduct performance evaluations, set goals, and provide constructive feedback to team members.
- Identify training needs and coordinate training sessions to enhance the team's skills and knowledge.
- Ensure compliance with company policies, industry regulations, and data protection guidelines.
- Collaborate with the HR department in the recruitment and onboarding of new administrative staff.
- Report to upper management on team performance, progress, and areas for improvement.
- Foster a positive and collaborative work environment, promoting teamwork and a strong team spirit.

**What is Needed to Be Considered**:

- Proven experience in an administrative role
- At least 2 years IFA Administrator experience
- Ability to lead a team
- Proficiency in using standard office software (e.g., Microsoft Office Suite).
- Background in financial services or financial planning knowledge
- Experience with product providers will be a big plus.
- Knowledge of Intelligent Office is essential.
- Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for_

**Salary**: £25,000.00-£30,000.00 per year

**Benefits**:

- Company pension
- Flexitime
- Free parking
- On-site parking

Schedule:

- Flexitime
- Monday to Friday

Ability to commute/relocate:

- Hawarden: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Financial services: 2 years (preferred)

Work Location: In person

Reference ID: 1594

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