Client Support Team Leader

Team Leader: Administrative Support Specialist at a Wealth Management firm

The Salary range for a Client Support Team Leader is up to £35,000 + Bonus & hybrid working 4 days in the office and 1 from home

Are you ready to play a pivotal role in our thriving Wealth Management practice? We’re seeking a proactive Administrative Support Specialist to oversee and delegate work efficiently within the Client Support team assisting the Financial Advisers. As a key player, you’ll ensure that all incoming tasks are handled promptly and effectively.

About Us:

• We’re a forward-thinking practice committed to excellence.
• Our team collaborates seamlessly to achieve outstanding results.

Your Role: As an Administrative Support Specialist, your responsibilities will include:

• Work Delegation: Efficiently assign tasks within the PODs, creating specific workflows.
• Third-Party Coordination: Liaise with contractors, such as Virtual Support, to maintain high standards.
• Case Tracking: Ensure timely updates on all ongoing work.
• Advisor Expectations: Be the communication channel for the administration team.
• Technical Assistance: Provide high-level support to the Practice.
• Pre-meeting Preparation: Assist with arrangements and post-meeting follow-up.
• Client File Management: Accurately update records on Salesforce CRM.
• Training: Mentor less experienced team members.
• Application Processing: Record management information and progress applications.
• Client Communication: Handle incoming calls confidently and professionally.
• Review and Suitability Letters: Prepare and take full responsibility for client files.

Requirements:

• Industry Experience: Previous work in an IFA or Wealth Management environment.
• Regulatory Knowledge: Stay up-to-date with relevant regulations and legislation.
• Ready to shape our success? Apply now and be part of our dynamic team!