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