Client Services Administration Team Leader

Client Services Administration Team Leader

Location:

Bath

Contract:

12-month FTC We're looking for a Team Leader to manage a busy Client Services Administration team, ensuring exceptional service delivery to advisers and clients. This role involves overseeing day-to-day operations, meeting SLAs, resolving escalated queries and complaints, and driving process improvements.

Key Responsibilities Lead and support the team to deliver accurate, timely administration Investigate and resolve complaints, breaches, and escalations Ensure compliance with FCA regulations and Treating Customers Fairly principles Manage risk and maintain data security standards Conduct regular one-to-ones, appraisals, and training plans Support recruitment, resource planning, and team development What We're Looking For Minimum 1 year in a supervisory or team lead role Excellent organisational and communication skills Ability to prioritise and work under pressure Proactive approach to problem-solving Desirable Wrap platform experience Financial services qualifications (IOC or CII) Knowledge of CASS and COBs rules Strong knowledge of SIPP, Drawdown, GIA, ISA, and Offshore Bonds Benefits Hybrid working (minimum 3 days in office) Professional development support, including industry qualifications Competitive package and inclusive culture We welcome applications from all backgrounds.

Reasonable Adjustments:
Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients. If you need any help or adjustments during the recruitment process for any reason , please let us know when you apply or talk to the recruiters directly so we can support you.