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 guidelinesProfile

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