Client Support Team Leader

1 day ago


Chester, United Kingdom Page Personnel Full time

About the Role

We are seeking an experienced Client Support Team Leader to join our team at Page Personnel. As a Client Support Team Leader, you will be responsible for overseeing the administration team and ensuring the smooth operation of all administrative functions within the firm.

Key Responsibilities

  • Oversee an administration team that supports advisers and liaises with providers
  • Ensure a smooth and efficient operation of all administrative functions within the firm
  • Provide guidance and support to team members
  • Monitor and maintain data integrity and accuracy in client records and finance documents
  • Develop workflows to maximise administrative processes
  • Deal with escalated administrative issues and resolve them effectively
  • Ensure compliance with company policies, industry regulations and data protection guidelines

Requirements

  • Experience in an administration role ideally in a financial services organisation
  • Ability to lead a team
  • Knowledge of Intelligent Office would be beneficial
  • Experience of product providers would be advantageous

What We Offer

  • A competitive salary of £30-32k
  • 25 days holiday
  • Pension scheme
  • Good progression opportunities
  • Support for professional qualifications
  • Hybrid working available


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