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*MUST HAVE ST JAMES'S PLACE EXPERIENCE*
My client is a growing financial services practice who are currently seeking an organised and motivated Team Leader to join their team. This role is ideal for someone looking to oversee client administration, support the administration team, and help to drive a high quality, client-focussed service.
Key Responsibilities:
- Oversee the administration team, providing leadership and coaching, as well as monitoring workload and quality
- Co-ordinate and manage advisor diaries and client communications
- Perform pre-meeting research and prepare documentation for advisors
- Maintain and update CRM and IT systems to ensure accurate client's information and compliance
- Compile data from providers and liaise with both internal and external parties
- Ensure client information is handled appropriately in line with regulation
- Identify training needs within the team and follow the in-house training programme
Requirements:
- 2-3 years' experience working with the relevant administration processes (specifically St James's Place)
- Strong organisational skills
- Confident in dealing with clients, advisors, and third-party providers
- Proficiency with CRM systems and Microsoft Office suite
- Ability to manage multiple tasks, prioritise, work under pressure, and meet deadlines
Desirable:
- Experience supervising or leading small teams
- Familiarity with regulatory / compliance requirements in financial services
- Experience of preparing financial reviews, valuations, or financial-planning documentation
