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A reputable and growing financial services firm near Chester is recruiting for a Client Support Team Leader to over their administration team.
Client Details
A privately owned IFA with almost 50 advisers and support staff is recruiting for a Client Support Team Leader to join their team. The organisation supports its employees and has built a strong collaborative and supportive culture, offering strong progression opportunities as the business grows.
Description
As Client Support Team Leader, you will:
- Oversee an administration that supports advisers and liaises with providers
- Ensuring 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
- Dealing with escalated administrative issues and resolve them effectively
- Ensure compliance with company policies, industry regulations and data protection guidelines
Profile
You must have:
- 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
Job Offer
As Client Support Team Leader, you will get:
- 30-32k salary
- 25 days holiday
- Pension scheme
- Good progression opportunities
- Support for professional qualifications
- Hybrid working available
