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Team Leader

  • Permanent
  • Woking
  • Up to £32,000 DOE USD / Year
  • Salary: Up to £32,000 DOE

My client is a growing financial services practice who are currently seeking an organised and motivated Team Leader to join their team. This role is ideal for someone looking to oversee client administration, support the administration team, and help to drive a high quality, client-focussed service.


Key Responsibilities:

  • Oversee the administration team, providing leadership and coaching, as well as monitoring workload and quality
  • Co-ordinate and manage advisor diaries and client communications
  • Perform pre-meeting research and prepare documentation for advisors
  • Maintain and update CRM and IT systems to ensure accurate client’s information and compliance
  • Compile data from providers and liaise with both internal and external parties
  • Ensure client information is handled appropriately in line with regulation
  • Identify training needs within the team and follow the in-house training programme

Requirements:

  • 2-3 years’ admin experience within a wealth management company
  • Strong organisational skills
  • Confident in dealing with clients, advisors, and third-party providers
  • Proficiency with CRM systems and Microsoft Office suite
  • Ability to manage multiple tasks, prioritise, work under pressure, and meet deadlines

Desirable:

  • Experience supervising or leading small teams
  • Familiarity with regulatory / compliance requirements in financial services
  • Experience of preparing financial reviews, valuations, or financial-planning documentation

Ref: 08329

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Adele

Director

Adele has worked in the recruitment industry for pretty much her entire life! She started out with a major plc where she rapidly moved through the ranks to become the youngest area manager on record. Following this she ran a 60 branch independent network before taking the plunge in 1994 and starting her own business. By her own admission this was probably one of the scariest things that she has ever done (and she has had 5 kids and had jumped out of an aeroplane at 12,000 feet!).

“After years of managing other people, getting back to the sharp end dealing with employers and candidates at first was terrifying – would I be able to do what I had spent years training others to do? I needn’t have worried, my view that recruitment is not rocket science was reinforced and it was evident that so many people were getting it wrong. By simple caring more and trying harder to get people what they want, my business was a runaway success”

Email Adele