Client Services Team Leader – Financial Planning
Chester, Salary £30,000 – £33,000 + Bonus | Hybrid Working
Hiring a Financial Services Administration Team Leader for a growing wealth management / financial planning firm. Ideal for someone with experience in financial services, pensions, investments, and team leadership looking to step up.
Key Responsibilities
* Lead and develop a team of Wealth Management Administrators
* Manage workloads and ensure SLA delivery
* Oversee pensions, investments, and client administration
* Ensure compliance with FCA regulations (file checks, QA)
* Improve processes and report on KPIs
* Liaise with providers and resolve complex queries
Requirements
* 2+ years in Wealth Management / Financial Planning / Financial Services
* Team leadership or supervisory experience
* Knowledge of pensions, investments, and FCA compliance
* Strong attention to detail and organization
Desirable:
Xplan or similar systems
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