Overview
Client Support Team Leader | Moneytree Wealth Management
Location: Chester, UK
Reports to: Operations Manager / Head of Client Services
The Opportunity
At Moneytree Wealth Management, the back-office is the engine room of what we do, and we are looking for a high-energy, detail-oriented Team Leader to ensure it runs at peak efficiency.
You are not just managing tasks; you are empowering a team to deliver the undisputed standard of service and advice to our clients. If you have a background in financial services, a proven track record of managing a small team, and a sharp eye for compliance and efficiency, we want to talk to you.
Responsibilities
* Lead & Develop: Supervise a team of 5 Client Services Administrators, providing daily coaching, guidance, and conducting 1-to-1 performance reviews.
* Capacity Planning: Manage the team’s workload, ensuring all processes are handled strictly within SLA timeframes.
* Training & Expertise: Act as the subject matter expert on internal systems (e.g., Quilter Platform, Xplan) and industry regulations.
* Process Optimisation: Constantly review existing workflows to identify bottlenecks and implement smarter, more automated ways of working.
* Quality Control: Audit client files to ensure they meet strict FCA regulatory standards and compliance before reaching the client.
* Provider Liaison: Manage high-level relationships with product providers, platforms, and discretionary fund managers to resolve complex administrative issues.
* Reporting: Track team KPIs and report actionable findings to senior management.
* Compliance: Lead the implementation of new technology or regulatory changes (e.g., Consumer Duty updates) within the administrative team.
Qualifications
* Industry Experience: 2+ years of experience within a Wealth Management or Financial Planning environment.
* Leadership Skills: A proven track record of managing, supervising, and developing a team.
* Technical Knowledge: A solid, working understanding of pensions and investments.
* Quality Assurance Champion: You have a sharp eye for detail and a "right-first-time" mentality regarding compliance.
* The Right Attitude: You foster a positive, engaged, and high-performing team culture that aligns with our core values.
What We Offer
* Competitive Salary: £31,000 to £33,000 (dependent on experience) + annual performance-related bonus.
* Health & Wellbeing: Private Medical Insurance and a comprehensive Company Sick Pay Scheme.
* Future Security: Company Pension.
* Flexibility: Hybrid Working.
* Culture: Regular Summer & Christmas Social Events.
About Moneytree Wealth Management
We are located in Chester and take a refreshingly simple, jargon-free approach to helping clients navigate their financial journeys. Our focus is on supporting a team-first environment where personal and professional growth is valued alongside business growth.
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