Type of Position: Client Administrator Team Leader - St Asaph
Pay: £30k - £40k
Our client is looking for a Client Administrator Team Leader to join their team. You will be line-managing a team of Wealth Client Administrators in a way that supports delivery of service excellence at all times. As the Team Leader, you will provide crucial support to our Financial Planners, ensuring they and their clients receive outstanding service. Your remit will include team management, organisation, and providing a coaching environment to support your team on their career paths.
Responsibilities:
* Leading a team supporting day-to-day tasks, acting as the point of escalation and using data to highlight accuracy, performance, and SLAs.
* Processing new business applications.
* Liaising with third-party providers and using provider platforms.
* Good knowledge of CRM systems (we use Xplan) or similar.
* Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs.
* Communicating directly with clients and addressing their needs promptly.
Skills and Experience:
* Experience in a Wealth Management, Financial Planning, or IFA firm.
* In-depth knowledge of pensions, investments, mortgages, and protection.
* Great communication skills, highly organised, and thrives when developing a team to achieve great outcomes.
* Capable of fact-finding and analytical thinking.
* Enjoy building an innovative team and fostering a culture of collaboration.
* Excellent communication skills, both written and verbal, with the confidence to engage with internal colleagues and external clients.
* Superior planning and organisational skills.
* Proven ability to work on own initiative.
* Proven high level of customer service.
* Strong attention to detail and commitment to providing excellent ongoing service.
* Ability to work unsupervised while managing own workflow and the workflow of the team.
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